Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
623
-1,519
| -71% | -$53.6K | 0.01% | 1216 |
|
|
2025
Q1 | $66K | Buy |
2,142
+493
| +30% | +$15.2K | 0.04% | 714 |
|
|
2024
Q4 | $53K | Sell |
1,649
-616
| -27% | -$19.8K | 0.03% | 830 |
|
|
2024
Q3 | $74K | Sell |
2,265
-1,021
| -31% | -$33.4K | 0.05% | 689 |
|
|
2024
Q2 | $87K | Sell |
3,286
-1,026
| -24% | -$27.2K | 0.06% | 580 |
|
|
2024
Q1 | $122K | Buy |
4,312
+924
| +27% | +$26.1K | 0.08% | 394 |
|
|
2023
Q4 | $86K | Buy |
3,388
+337
| +11% | +$8.55K | 0.06% | 586 |
|
|
2023
Q3 | $74K | Sell |
3,051
-986
| -24% | -$23.9K | 0.06% | 585 |
|
|
2023
Q2 | $119K | Buy |
4,037
+543
| +16% | +$16K | 0.09% | 336 |
|
|
2023
Q1 | $94K | Sell |
3,494
-1,180
| -25% | -$31.7K | 0.08% | 404 |
|
|
2022
Q4 | $146K | Sell |
4,674
-1,751
| -27% | -$54.7K | 0.12% | 228 |
|
|
2022
Q3 | $157K | Buy |
6,425
+354
| +6% | +$8.65K | 0.14% | 145 |
|
|
2022
Q2 | $153K | Sell |
6,071
-5
| -0.1% | -$126 | 0.12% | 192 |
|
|
2022
Q1 | $177K | Sell |
6,076
-522
| -8% | -$15.2K | 0.12% | 188 |
|
|
2021
Q4 | $173K | Buy |
+6,598
| New | +$173K | 0.24% | 43 |
|