Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
7,091
-10,860
| -60% | -$1.01M | ﹤0.01% | 1306 |
|
|
2025
Q1 | $1.33M | Sell |
17,951
-3,496
| -16% | -$259K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $1.46M | Buy |
21,447
+13,975
| +187% | +$952K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $426K | Buy |
7,472
+1,236
| +20% | +$70.5K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $319K | Sell |
6,236
-906
| -13% | -$46.3K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $309K | Buy |
7,142
+1,931
| +37% | +$83.4K | ﹤0.01% | 1534 |
|
|
2023
Q4 | $234K | Buy |
5,211
+182
| +4% | +$8.19K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $205K | Sell |
5,029
-153
| -3% | -$6.25K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $192K | Sell |
5,182
-14,697
| -74% | -$545K | ﹤0.01% | 1613 |
|
|
2023
Q1 | $870K | Buy |
19,879
+5,468
| +38% | +$239K | ﹤0.01% | 1274 |
|
|
2022
Q4 | $591K | Buy |
+14,411
| New | +$591K | ﹤0.01% | 1370 |
|