Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
2,883
+1,064
| +58% | +$334K | ﹤0.01% | 668 |
|
|
2025
Q1 | $554K | Sell |
1,819
-14
| -0.8% | -$4.27K | ﹤0.01% | 775 |
|
|
2024
Q4 | $609K | Buy |
1,833
+48
| +3% | +$15.9K | ﹤0.01% | 688 |
|
|
2024
Q3 | $596K | Buy |
1,785
+193
| +12% | +$64.4K | ﹤0.01% | 790 |
|
|
2024
Q2 | $656K | Buy |
1,592
+25
| +2% | +$10.3K | ﹤0.01% | 697 |
|
|
2024
Q1 | $633K | Sell |
1,567
-590
| -27% | -$238K | ﹤0.01% | 813 |
|
|
2023
Q4 | $661K | Sell |
2,157
-134
| -6% | -$41.1K | ﹤0.01% | 769 |
|
|
2023
Q3 | $555K | Sell |
2,291
-4,235
| -65% | -$1.03M | ﹤0.01% | 867 |
|
|
2023
Q2 | $1.57M | Sell |
6,526
-1,302
| -17% | -$313K | 0.01% | 676 |
|
|
2023
Q1 | $1.47M | Buy |
7,828
+3,027
| +63% | +$569K | 0.01% | 753 |
|
|
2022
Q4 | $1.02M | Sell |
4,801
-5,339
| -53% | -$1.13M | 0.01% | 804 |
|
|
2022
Q3 | $1.59M | Sell |
10,140
-4,158
| -29% | -$654K | 0.01% | 749 |
|
|
2022
Q2 | $2.14M | Buy |
14,298
+498
| +4% | +$74.5K | 0.01% | 763 |
|
|
2022
Q1 | $2.26M | Buy |
13,800
+1,735
| +14% | +$284K | 0.01% | 790 |
|
|
2021
Q4 | $2.63M | Buy |
12,065
+3,326
| +38% | +$724K | 0.01% | 758 |
|
|
2021
Q3 | $1.65M | Buy |
+8,739
| New | +$1.65M | 0.01% | 824 |
|