Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
3,078
| – | – | ﹤0.01% | 824 |
|
|
2025
Q1 | $539K | Sell |
3,078
-38
| -1% | -$6.65K | ﹤0.01% | 786 |
|
|
2024
Q4 | $653K | Sell |
3,116
-14
| -0.4% | -$2.94K | ﹤0.01% | 660 |
|
|
2024
Q3 | $899K | Sell |
3,130
-5
| -0.2% | -$1.44K | ﹤0.01% | 617 |
|
|
2024
Q2 | $983K | Buy |
3,135
+87
| +3% | +$27.3K | ﹤0.01% | 649 |
|
|
2024
Q1 | $1.02M | Sell |
3,048
-13
| -0.4% | -$4.37K | ﹤0.01% | 666 |
|
|
2023
Q4 | $866K | Sell |
3,061
-8
| -0.3% | -$2.27K | ﹤0.01% | 694 |
|
|
2023
Q3 | $756K | Sell |
3,069
-17
| -0.6% | -$4.19K | ﹤0.01% | 723 |
|
|
2023
Q2 | $772K | Hold |
3,086
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $659K | Sell |
3,086
-7,836
| -72% | -$1.67M | ﹤0.01% | 905 |
|
|
2022
Q4 | $2.12M | Sell |
10,922
-234
| -2% | -$45.5K | 0.01% | 701 |
|
|
2022
Q3 | $2.05M | Sell |
11,156
-222
| -2% | -$40.8K | 0.01% | 698 |
|
|
2022
Q2 | $2.47M | Sell |
11,378
-292
| -3% | -$63.3K | 0.01% | 724 |
|
|
2022
Q1 | $2.84M | Buy |
+11,670
| New | +$2.84M | 0.01% | 712 |
|