Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
2,153
-671
| -24% | -$155K | ﹤0.01% | 741 |
|
|
2025
Q1 | $621K | Buy |
2,824
+374
| +15% | +$82.2K | ﹤0.01% | 676 |
|
|
2024
Q4 | $604K | Sell |
2,450
-346
| -12% | -$85.4K | ﹤0.01% | 694 |
|
|
2024
Q3 | $658K | Buy |
2,796
+109
| +4% | +$25.7K | ﹤0.01% | 737 |
|
|
2024
Q2 | $657K | Buy |
+2,687
| New | +$657K | ﹤0.01% | 693 |
|
|
2021
Q2 | – | Sell |
-8,660
| Closed | -$1.23M | – | 868 |
|
|
2021
Q1 | $1.23M | Sell |
8,660
-176
| -2% | -$24.9K | 0.01% | 812 |
|
|
2020
Q4 | $1.59M | Sell |
8,836
-7,164
| -45% | -$1.29M | 0.01% | 746 |
|
|
2020
Q3 | $2.27M | Buy |
16,000
+1,756
| +12% | +$249K | 0.01% | 712 |
|
|
2020
Q2 | $2.32M | Sell |
14,244
-19,931
| -58% | -$3.24M | 0.01% | 667 |
|
|
2020
Q1 | $3.79M | Buy |
34,175
+16,143
| +90% | +$1.79M | 0.03% | 493 |
|
|
2019
Q4 | $1.98M | Buy |
+18,032
| New | +$1.98M | 0.01% | 724 |
|