Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
9,959
-12,734
| -56% | -$270K | ﹤0.01% | 1598 |
|
|
2025
Q1 | $422K | Sell |
22,693
-6,444
| -22% | -$120K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $820K | Buy |
29,137
+19,140
| +191% | +$539K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $326K | Buy |
9,997
+1,368
| +16% | +$44.6K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $409K | Sell |
8,629
-1,249
| -13% | -$59.2K | ﹤0.01% | 1392 |
|
|
2024
Q1 | $332K | Buy |
9,878
+2,375
| +32% | +$79.9K | ﹤0.01% | 1519 |
|
|
2023
Q4 | $213K | Buy |
7,503
+90
| +1% | +$2.56K | ﹤0.01% | 1611 |
|
|
2023
Q3 | $204K | Buy |
7,413
+875
| +13% | +$24.1K | ﹤0.01% | 1589 |
|
|
2023
Q2 | $169K | Sell |
6,538
-568
| -8% | -$14.7K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $141K | Buy |
+7,106
| New | +$141K | ﹤0.01% | 1660 |
|
|
2021
Q3 | – | Sell |
-7,351
| Closed | -$177K | – | 1628 |
|
|
2021
Q2 | $177K | Buy |
+7,351
| New | +$177K | ﹤0.01% | 1402 |
|