Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
6,862
+86
| +1% | +$8.85K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $507K | Sell |
6,776
-11,122
| -62% | -$832K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $1.52M | Sell |
17,898
-19,509
| -52% | -$1.66M | ﹤0.01% | 1284 |
|
|
2024
Q3 | $3.37M | Buy |
37,407
+2,073
| +6% | +$187K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $3.82M | Buy |
35,334
+11,006
| +45% | +$1.19M | ﹤0.01% | 1001 |
|
|
2024
Q1 | $2.62M | Buy |
24,328
+5,927
| +32% | +$638K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $2.15M | Sell |
18,401
-13,632
| -43% | -$1.59M | ﹤0.01% | 1178 |
|
|
2023
Q3 | $4.19M | Sell |
32,033
-83
| -0.3% | -$10.9K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $4.66M | Sell |
32,116
-13,137
| -29% | -$1.91M | ﹤0.01% | 1000 |
|
|
2023
Q1 | $6.57M | Buy |
45,253
+3,134
| +7% | +$455K | ﹤0.01% | 942 |
|
|
2022
Q4 | $5.95M | Buy |
42,119
+1,353
| +3% | +$191K | ﹤0.01% | 966 |
|
|
2022
Q3 | $4.78M | Buy |
+40,766
| New | +$4.78M | ﹤0.01% | 989 |
|