Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
56,876
-352
| -0.6% | -$11.3K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $1.92M | Sell |
57,228
-1,573
| -3% | -$52.8K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $2.66M | Sell |
58,801
-42,953
| -42% | -$1.95M | ﹤0.01% | 1113 |
|
|
2024
Q3 | $2.25M | Buy |
101,754
+2,090
| +2% | +$46.2K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $2.01M | Buy |
99,664
+30,929
| +45% | +$623K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $1.31M | Sell |
68,735
-8,781
| -11% | -$167K | ﹤0.01% | 1235 |
|
|
2023
Q4 | $1.24M | Sell |
77,516
-308
| -0.4% | -$4.94K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $991K | Sell |
77,824
-1,456
| -2% | -$18.5K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $1.18M | Sell |
79,280
-52,112
| -40% | -$776K | ﹤0.01% | 1250 |
|
|
2023
Q1 | $1.51M | Buy |
+131,392
| New | +$1.51M | ﹤0.01% | 1197 |
|
|
2022
Q2 | – | Sell |
-463
| Closed | -$2K | – | 1717 |
|
|
2022
Q1 | $2K | Hold |
463
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q4 | $2K | Sell |
463
-522,386
| -100% | -$2.26M | ﹤0.01% | 1634 |
|
|
2021
Q3 | $2.44M | Buy |
522,849
+91,875
| +21% | +$428K | ﹤0.01% | 1148 |
|
|
2021
Q2 | $2.02M | Buy |
+430,974
| New | +$2.02M | ﹤0.01% | 1153 |
|