Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
25,302
-10,828
| -30% | -$111K | ﹤0.01% | 3232 |
|
|
2025
Q1 | $425K | Buy |
36,130
+1,609
| +5% | +$18.9K | ﹤0.01% | 3021 |
|
|
2024
Q4 | $435K | Buy |
34,521
+3,706
| +12% | +$46.7K | ﹤0.01% | 3116 |
|
|
2024
Q3 | $330K | Buy |
30,815
+21,718
| +239% | +$233K | ﹤0.01% | 3257 |
|
|
2024
Q2 | $77.1K | Buy |
9,097
+1,881
| +26% | +$16K | ﹤0.01% | 3614 |
|
|
2024
Q1 | $60.8K | Buy |
7,216
+1,004
| +16% | +$8.45K | ﹤0.01% | 3791 |
|
|
2023
Q4 | $63.5K | Sell |
6,212
-1,924
| -24% | -$19.7K | ﹤0.01% | 3662 |
|
|
2023
Q3 | $94.8K | Sell |
8,136
-7,967
| -49% | -$92.8K | ﹤0.01% | 3261 |
|
|
2023
Q2 | $182K | Buy |
+16,103
| New | +$182K | ﹤0.01% | 3269 |
|