Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
35,560
-1,223
| -3% | -$49.3K | 0.03% | 276 |
|
|
2025
Q1 | $1.47M | Buy |
36,783
+3,979
| +12% | +$160K | 0.04% | 255 |
|
|
2024
Q4 | $1.21M | Buy |
32,804
+779
| +2% | +$28.6K | 0.03% | 278 |
|
|
2024
Q3 | $1.11M | Buy |
32,025
+2,285
| +8% | +$79.2K | 0.03% | 286 |
|
|
2024
Q2 | $857K | Sell |
29,740
-333
| -1% | -$9.59K | 0.02% | 321 |
|
|
2024
Q1 | $832K | Sell |
30,073
-253
| -0.8% | -$7K | 0.02% | 332 |
|
|
2023
Q4 | $805K | Buy |
30,326
+10,816
| +55% | +$287K | 0.02% | 326 |
|
|
2023
Q3 | $482K | Buy |
19,510
+4,329
| +29% | +$107K | 0.02% | 421 |
|
|
2023
Q2 | $415K | Sell |
15,181
-70
| -0.5% | -$1.91K | 0.01% | 440 |
|
|
2023
Q1 | $426K | Buy |
+15,251
| New | +$426K | 0.02% | 426 |
|