Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
17,487
-3,104
| -15% | -$89.8K | 0.03% | 155 |
|
|
2025
Q1 | $582K | Buy |
20,591
+858
| +4% | +$24.3K | 0.04% | 134 |
|
|
2024
Q4 | $449K | Buy |
19,733
+3,471
| +21% | +$79K | 0.03% | 160 |
|
|
2024
Q3 | $358K | Sell |
16,262
-2,722
| -14% | -$59.9K | 0.02% | 163 |
|
|
2024
Q2 | $363K | Buy |
18,984
+1,652
| +10% | +$31.6K | 0.03% | 134 |
|
|
2024
Q1 | $305K | Buy |
17,332
+101
| +0.6% | +$1.78K | 0.02% | 159 |
|
|
2023
Q4 | $289K | Sell |
17,231
-1,181
| -6% | -$19.8K | 0.02% | 156 |
|
|
2023
Q3 | $277K | Sell |
18,412
-15,394
| -46% | -$231K | 0.03% | 146 |
|
|
2023
Q2 | $539K | Sell |
33,806
-4,954
| -13% | -$79K | 0.04% | 101 |
|
|
2023
Q1 | $746K | Buy |
+38,760
| New | +$746K | 0.08% | 87 |
|