Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
55,488
-3,030
| -5% | -$24.9K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $358K | Sell |
58,518
-1,359
| -2% | -$8.3K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $391K | Buy |
59,877
+4,284
| +8% | +$28K | ﹤0.01% | 1615 |
|
|
2024
Q3 | $363K | Sell |
55,593
-9,382
| -14% | -$61.3K | ﹤0.01% | 1504 |
|
|
2024
Q2 | $335K | Buy |
64,975
+169
| +0.3% | +$872 | ﹤0.01% | 1439 |
|
|
2024
Q1 | $356K | Hold |
64,806
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q4 | $360K | Sell |
64,806
-14,612
| -18% | -$81.2K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $466K | Buy |
79,418
+12,396
| +18% | +$72.8K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $757K | Buy |
67,022
+46,488
| +226% | +$525K | ﹤0.01% | 1316 |
|
|
2023
Q1 | $175K | Hold |
20,534
| – | – | ﹤0.01% | 1602 |
|
|
2022
Q4 | $131K | Sell |
20,534
-1,302
| -6% | -$8.31K | ﹤0.01% | 1570 |
|
|
2022
Q3 | $106K | Buy |
+21,836
| New | +$106K | ﹤0.01% | 1546 |
|