Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
19,621
-30,631
| -61% | -$344K | ﹤0.01% | 1587 |
|
|
2025
Q1 | $447K | Sell |
50,252
-11,465
| -19% | -$102K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $910K | Buy |
61,717
+40,413
| +190% | +$596K | ﹤0.01% | 1424 |
|
|
2024
Q3 | $255K | Buy |
21,304
+2,358
| +12% | +$28.2K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $275K | Sell |
18,946
-19,231
| -50% | -$279K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $644K | Sell |
38,177
-27,314
| -42% | -$461K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $1.08M | Buy |
65,491
+38,620
| +144% | +$640K | ﹤0.01% | 1308 |
|
|
2023
Q3 | $295K | Hold |
26,871
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q2 | $436K | Sell |
26,871
-2,929
| -10% | -$47.6K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $590K | Buy |
29,800
+18,097
| +155% | +$358K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $215K | Buy |
11,703
+6,299
| +117% | +$116K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $79K | Buy |
+5,404
| New | +$79K | ﹤0.01% | 1590 |
|