Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
19,899
+5,445
| +38% | +$57.2K | 0.12% | 160 |
|
|
2025
Q1 | $180K | Buy |
14,454
+8,709
| +152% | +$108K | 0.12% | 187 |
|
|
2024
Q4 | $74K | Buy |
5,745
+4,926
| +601% | +$63.5K | 0.05% | 677 |
|
|
2024
Q3 | $16K | Sell |
819
-51
| -6% | -$996 | 0.01% | 1283 |
|
|
2024
Q2 | $15K | Sell |
870
-3,366
| -79% | -$58K | 0.01% | 1298 |
|
|
2024
Q1 | $76K | Sell |
4,236
-3,195
| -43% | -$57.3K | 0.05% | 692 |
|
|
2023
Q4 | $143K | Buy |
7,431
+6,475
| +677% | +$125K | 0.1% | 273 |
|
|
2023
Q3 | $15K | Sell |
956
-414
| -30% | -$6.5K | 0.01% | 1216 |
|
|
2023
Q2 | $29K | Buy |
1,370
+434
| +46% | +$9.19K | 0.02% | 986 |
|
|
2023
Q1 | $23K | Buy |
936
+86
| +10% | +$2.11K | 0.02% | 951 |
|
|
2022
Q4 | $24K | Sell |
850
-2,258
| -73% | -$63.8K | 0.02% | 972 |
|
|
2022
Q3 | $70K | Buy |
3,108
+2,438
| +364% | +$54.9K | 0.06% | 548 |
|
|
2022
Q2 | $14K | Sell |
670
-4,758
| -88% | -$99.4K | 0.01% | 1065 |
|
|
2022
Q1 | $140K | Buy |
5,428
+5,018
| +1,224% | +$129K | 0.09% | 303 |
|
|
2021
Q4 | $10K | Buy |
+410
| New | +$10K | 0.01% | 1009 |
|