Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
54,844
-38,237
| -41% | -$515K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $1.17M | Sell |
93,081
-170
| -0.2% | -$2.13K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $1.5M | Buy |
93,251
+25,464
| +38% | +$409K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $705K | Sell |
67,787
-767
| -1% | -$7.98K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $756K | Sell |
68,554
-21,238
| -24% | -$234K | ﹤0.01% | 1265 |
|
|
2024
Q1 | $1.01M | Buy |
89,792
+24,577
| +38% | +$276K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $993K | Sell |
65,215
-21,127
| -24% | -$322K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $960K | Buy |
86,342
+31,671
| +58% | +$352K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $499K | Buy |
54,671
+42,300
| +342% | +$386K | ﹤0.01% | 1387 |
|
|
2023
Q1 | $126K | Hold |
12,371
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q4 | $152K | Sell |
12,371
-4,068
| -25% | -$50.1K | ﹤0.01% | 1545 |
|
|
2022
Q3 | $244K | Buy |
16,439
+13,585
| +476% | +$202K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $58K | Buy |
2,854
+2,796
| +4,821% | +$56.8K | ﹤0.01% | 1524 |
|
|
2022
Q1 | $1K | Sell |
58
-4,894
| -99% | -$84.4K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $141K | Hold |
4,952
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q3 | $223K | Hold |
4,952
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q2 | $289K | Buy |
+4,952
| New | +$289K | ﹤0.01% | 1320 |
|