Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Sell |
257
-127
| -33% | -$22.7K | 0.03% | 915 |
|
|
2025
Q1 | $62K | Buy |
384
+220
| +134% | +$35.5K | 0.04% | 747 |
|
|
2024
Q4 | $29K | Sell |
164
-81
| -33% | -$14.3K | 0.02% | 1042 |
|
|
2024
Q3 | $55K | Buy |
245
+109
| +80% | +$24.5K | 0.03% | 837 |
|
|
2024
Q2 | $30K | Sell |
136
-119
| -47% | -$26.3K | 0.02% | 1048 |
|
|
2024
Q1 | $65K | Buy |
255
+7
| +3% | +$1.78K | 0.04% | 767 |
|
|
2023
Q4 | $57K | Sell |
248
-20
| -7% | -$4.6K | 0.04% | 785 |
|
|
2023
Q3 | $54K | Sell |
268
-47
| -15% | -$9.47K | 0.04% | 734 |
|
|
2023
Q2 | $58K | Sell |
315
-6
| -2% | -$1.11K | 0.04% | 717 |
|
|
2023
Q1 | $63K | Buy |
321
+8
| +3% | +$1.57K | 0.05% | 619 |
|
|
2022
Q4 | $56K | Sell |
313
-7
| -2% | -$1.25K | 0.05% | 678 |
|
|
2022
Q3 | $50K | Sell |
320
-465
| -59% | -$72.7K | 0.04% | 696 |
|
|
2022
Q2 | $124K | Sell |
785
-54
| -6% | -$8.53K | 0.1% | 290 |
|
|
2022
Q1 | $150K | Buy |
839
+265
| +46% | +$47.4K | 0.1% | 266 |
|
|
2021
Q4 | $118K | Buy |
+574
| New | +$118K | 0.17% | 103 |
|