Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
93,908
-1,854
| -2% | -$37.5K | ﹤0.01% | 2268 |
|
|
2025
Q1 | $1.32M | Sell |
95,762
-75,308
| -44% | -$1.04M | ﹤0.01% | 2296 |
|
|
2024
Q4 | $2.03M | Buy |
171,070
+105,605
| +161% | +$1.25M | ﹤0.01% | 2182 |
|
|
2024
Q3 | $1.18M | Sell |
65,465
-1,611
| -2% | -$28.9K | ﹤0.01% | 2525 |
|
|
2024
Q2 | $1.18M | Buy |
67,076
+41,870
| +166% | +$737K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $646K | Sell |
25,206
-51,360
| -67% | -$1.32M | ﹤0.01% | 2692 |
|
|
2023
Q4 | $2M | Buy |
76,566
+31,409
| +70% | +$819K | ﹤0.01% | 2161 |
|
|
2023
Q3 | $1.04M | Buy |
45,157
+12,884
| +40% | +$297K | ﹤0.01% | 2067 |
|
|
2023
Q2 | $758K | Buy |
32,273
+30,797
| +2,087% | +$723K | ﹤0.01% | 2343 |
|
|
2023
Q1 | $18K | Hold |
1,476
| – | – | ﹤0.01% | 4011 |
|
|
2022
Q4 | $23K | Hold |
1,476
| – | – | ﹤0.01% | 3999 |
|
|
2022
Q3 | $28K | Sell |
1,476
-17,994
| -92% | -$341K | ﹤0.01% | 3838 |
|
|
2022
Q2 | $350K | Sell |
19,470
-43,031
| -69% | -$774K | ﹤0.01% | 2808 |
|
|
2022
Q1 | $1.88M | Buy |
+62,501
| New | +$1.88M | ﹤0.01% | 1816 |
|