Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
289
-248
| -46% | -$52.3K | 0.04% | 806 |
|
|
2025
Q1 | $91K | Buy |
537
+279
| +108% | +$47.3K | 0.06% | 547 |
|
|
2024
Q4 | $46K | Buy |
258
+16
| +7% | +$2.85K | 0.03% | 886 |
|
|
2024
Q3 | $37K | Buy |
242
+3
| +1% | +$459 | 0.02% | 974 |
|
|
2024
Q2 | $44K | Buy |
239
+2
| +0.8% | +$368 | 0.03% | 906 |
|
|
2024
Q1 | $46K | Buy |
237
+3
| +1% | +$582 | 0.03% | 911 |
|
|
2023
Q4 | $61K | Sell |
234
-12
| -5% | -$3.13K | 0.04% | 756 |
|
|
2023
Q3 | $47K | Buy |
246
+1
| +0.4% | +$191 | 0.04% | 791 |
|
|
2023
Q2 | $52K | Hold |
245
| – | – | 0.04% | 762 |
|
|
2023
Q1 | $52K | Sell |
245
-19
| -7% | -$4.03K | 0.05% | 695 |
|
|
2022
Q4 | $50K | Sell |
264
-311
| -54% | -$58.9K | 0.04% | 720 |
|
|
2022
Q3 | $69K | Sell |
575
-24
| -4% | -$2.88K | 0.06% | 560 |
|
|
2022
Q2 | $82K | Sell |
599
-213
| -26% | -$29.2K | 0.07% | 509 |
|
|
2022
Q1 | $156K | Buy |
812
+705
| +659% | +$135K | 0.1% | 253 |
|
|
2021
Q4 | $22K | Buy |
+107
| New | +$22K | 0.03% | 831 |
|