Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Sell |
11,408
-16,910
| -60% | -$140K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $253K | Sell |
28,318
-7,062
| -20% | -$63K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $829K | Buy |
35,380
+24,494
| +225% | +$574K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $212K | Buy |
10,886
+1,788
| +20% | +$34.7K | ﹤0.01% | 1643 |
|
|
2024
Q2 | $169K | Sell |
9,098
-1,575
| -15% | -$29.3K | ﹤0.01% | 1605 |
|
|
2024
Q1 | $202K | Buy |
10,673
+2,821
| +36% | +$53.5K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $162K | Buy |
7,852
+413
| +6% | +$8.5K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $140K | Sell |
7,439
-367
| -5% | -$6.92K | ﹤0.01% | 1680 |
|
|
2023
Q2 | $194K | Sell |
7,806
-730
| -9% | -$18.2K | ﹤0.01% | 1608 |
|
|
2023
Q1 | $242K | Buy |
+8,536
| New | +$242K | ﹤0.01% | 1516 |
|
|
2022
Q4 | – | Sell |
-3,995
| Closed | -$106K | – | 1985 |
|
|
2022
Q3 | $106K | Hold |
3,995
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q2 | $123K | Hold |
3,995
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q1 | $112K | Hold |
3,995
| – | – | ﹤0.01% | 1451 |
|
|
2021
Q4 | $144K | Hold |
3,995
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q3 | $130K | Hold |
3,995
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q2 | $138K | Buy |
+3,995
| New | +$138K | ﹤0.01% | 1442 |
|