Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
24,719
-27,154
| -52% | -$333K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $442K | Sell |
51,873
-11,275
| -18% | -$96.2K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $607K | Buy |
63,148
+34,323
| +119% | +$330K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $284K | Buy |
28,825
+2,904
| +11% | +$28.6K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $257K | Sell |
25,921
-64,677
| -71% | -$642K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $795K | Buy |
90,598
+76,080
| +524% | +$667K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $101K | Hold |
14,518
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q3 | $99.2K | Hold |
14,518
| – | – | ﹤0.01% | 1753 |
|
|
2023
Q2 | $99K | Sell |
14,518
-636
| -4% | -$4.34K | ﹤0.01% | 1770 |
|
|
2023
Q1 | $88.8K | Buy |
+15,154
| New | +$88.8K | ﹤0.01% | 1773 |
|