Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
10,665
-1,676
| -14% | -$73.3K | ﹤0.01% | 797 |
|
|
2025
Q1 | $566K | Buy |
12,341
+2,998
| +32% | +$137K | ﹤0.01% | 768 |
|
|
2024
Q4 | $545K | Sell |
9,343
-1,473
| -14% | -$86K | ﹤0.01% | 800 |
|
|
2024
Q3 | $645K | Sell |
10,816
-1,527
| -12% | -$91.1K | ﹤0.01% | 761 |
|
|
2024
Q2 | $651K | Sell |
12,343
-1,051
| -8% | -$55.4K | ﹤0.01% | 701 |
|
|
2024
Q1 | $671K | Sell |
13,394
-869
| -6% | -$43.5K | ﹤0.01% | 740 |
|
|
2023
Q4 | $648K | Buy |
14,263
+2,829
| +25% | +$128K | ﹤0.01% | 800 |
|
|
2023
Q3 | $574K | Sell |
11,434
-26,945
| -70% | -$1.35M | ﹤0.01% | 838 |
|
|
2023
Q2 | $1.62M | Buy |
38,379
+4,680
| +14% | +$198K | 0.01% | 658 |
|
|
2023
Q1 | $1.39M | Buy |
33,699
+14,299
| +74% | +$590K | 0.01% | 808 |
|
|
2022
Q4 | $975K | Sell |
19,400
-19,253
| -50% | -$968K | ﹤0.01% | 852 |
|
|
2022
Q3 | $1.49M | Buy |
+38,653
| New | +$1.49M | 0.01% | 808 |
|