Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
55,825
-875
| -2% | -$15.9K | ﹤0.01% | 661 |
|
|
2025
Q1 | $1.05M | Sell |
56,700
-2,650
| -4% | -$49K | ﹤0.01% | 616 |
|
|
2024
Q4 | $1.42M | Sell |
59,350
-1,350
| -2% | -$32.3K | ﹤0.01% | 611 |
|
|
2024
Q3 | $1.06M | Hold |
60,700
| – | – | ﹤0.01% | 606 |
|
|
2024
Q2 | $1.16M | Sell |
60,700
-2,850
| -4% | -$54.4K | ﹤0.01% | 634 |
|
|
2024
Q1 | $1.3M | Hold |
63,550
| – | – | ﹤0.01% | 640 |
|
|
2023
Q4 | $1.3M | Sell |
63,550
-950
| -1% | -$19.4K | ﹤0.01% | 648 |
|
|
2023
Q3 | $1.67M | Buy |
64,500
+3,600
| +6% | +$93.2K | 0.01% | 640 |
|
|
2023
Q2 | $1.03M | Buy |
60,900
+15,900
| +35% | +$270K | ﹤0.01% | 811 |
|
|
2023
Q1 | $798K | Buy |
+45,000
| New | +$798K | ﹤0.01% | 891 |
|