Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
33,264
+1,263
| +4% | +$18.2K | ﹤0.01% | 766 |
|
|
2025
Q1 | $568K | Sell |
32,001
-1,107
| -3% | -$19.6K | ﹤0.01% | 765 |
|
|
2024
Q4 | $553K | Sell |
33,108
-7,183
| -18% | -$120K | ﹤0.01% | 784 |
|
|
2024
Q3 | $683K | Buy |
40,291
+7,059
| +21% | +$120K | ﹤0.01% | 691 |
|
|
2024
Q2 | $606K | Buy |
33,232
+3,360
| +11% | +$61.3K | ﹤0.01% | 774 |
|
|
2024
Q1 | $646K | Buy |
29,872
+3,300
| +12% | +$71.3K | ﹤0.01% | 784 |
|
|
2023
Q4 | $591K | Buy |
26,572
+9,878
| +59% | +$220K | ﹤0.01% | 852 |
|
|
2023
Q3 | $508K | Buy |
+16,694
| New | +$508K | ﹤0.01% | 878 |
|