Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
33,163
-28,242
| -46% | -$359K | ﹤0.01% | 1417 |
|
|
2025
Q1 | $548K | Sell |
61,405
-17,065
| -22% | -$152K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.08M | Buy |
78,470
+35,560
| +83% | +$490K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $583K | Buy |
42,910
+4,431
| +12% | +$60.2K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $490K | Buy |
38,479
+30,398
| +376% | +$387K | ﹤0.01% | 1354 |
|
|
2024
Q1 | $97.8K | Sell |
8,081
-985
| -11% | -$11.9K | ﹤0.01% | 1765 |
|
|
2023
Q4 | $148K | Sell |
9,066
-5,712
| -39% | -$93.2K | ﹤0.01% | 1699 |
|
|
2023
Q3 | $238K | Hold |
14,778
| – | – | ﹤0.01% | 1548 |
|
|
2023
Q2 | $232K | Sell |
14,778
-4,754
| -24% | -$74.7K | ﹤0.01% | 1564 |
|
|
2023
Q1 | $273K | Hold |
19,532
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q4 | $302K | Sell |
19,532
-1,863
| -9% | -$28.8K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $269K | Buy |
+21,395
| New | +$269K | ﹤0.01% | 1417 |
|