Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
2,368
+584
| +33% | +$49.8K | 0.12% | 182 |
|
|
2025
Q1 | $127K | Sell |
1,784
-1,032
| -37% | -$73.5K | 0.08% | 352 |
|
|
2024
Q4 | $198K | Buy |
2,816
+932
| +49% | +$65.5K | 0.12% | 175 |
|
|
2024
Q3 | $118K | Sell |
1,884
-614
| -25% | -$38.5K | 0.07% | 421 |
|
|
2024
Q2 | $159K | Sell |
2,498
-558
| -18% | -$35.5K | 0.1% | 244 |
|
|
2024
Q1 | $194K | Sell |
3,056
-1,228
| -29% | -$78K | 0.12% | 174 |
|
|
2023
Q4 | $221K | Buy |
4,284
+518
| +14% | +$26.7K | 0.15% | 106 |
|
|
2023
Q3 | $154K | Sell |
3,766
-406
| -10% | -$16.6K | 0.12% | 198 |
|
|
2023
Q2 | $193K | Buy |
4,172
+363
| +10% | +$16.8K | 0.15% | 131 |
|
|
2023
Q1 | $179K | Sell |
3,809
-353
| -8% | -$16.6K | 0.16% | 137 |
|
|
2022
Q4 | $188K | Sell |
4,162
-911
| -18% | -$41.2K | 0.15% | 133 |
|
|
2022
Q3 | $212K | Sell |
5,073
-570
| -10% | -$23.8K | 0.19% | 74 |
|
|
2022
Q2 | $260K | Buy |
5,643
+783
| +16% | +$36.1K | 0.21% | 65 |
|
|
2022
Q1 | $260K | Buy |
4,860
+3,283
| +208% | +$176K | 0.17% | 79 |
|
|
2021
Q4 | $95K | Buy |
+1,577
| New | +$95K | 0.13% | 181 |
|