Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Sell |
341
-245
| -42% | -$42.4K | 0.03% | 825 |
|
|
2025
Q1 | $130K | Sell |
586
-177
| -23% | -$39.3K | 0.09% | 334 |
|
|
2024
Q4 | $157K | Sell |
763
-69
| -8% | -$14.2K | 0.1% | 273 |
|
|
2024
Q3 | $150K | Buy |
832
+59
| +8% | +$10.6K | 0.09% | 302 |
|
|
2024
Q2 | $115K | Sell |
773
-89
| -10% | -$13.2K | 0.07% | 406 |
|
|
2024
Q1 | $138K | Buy |
862
+161
| +23% | +$25.8K | 0.09% | 320 |
|
|
2023
Q4 | $93K | Sell |
701
-1
| -0.1% | -$133 | 0.06% | 541 |
|
|
2023
Q3 | $79K | Sell |
702
-16
| -2% | -$1.8K | 0.06% | 555 |
|
|
2023
Q2 | $91K | Sell |
718
-110
| -13% | -$13.9K | 0.07% | 497 |
|
|
2023
Q1 | $94K | Buy |
828
+111
| +15% | +$12.6K | 0.08% | 406 |
|
|
2022
Q4 | $72K | Sell |
717
-56
| -7% | -$5.62K | 0.06% | 570 |
|
|
2022
Q3 | $72K | Sell |
773
-54
| -7% | -$5.03K | 0.06% | 540 |
|
|
2022
Q2 | $74K | Buy |
827
+82
| +11% | +$7.34K | 0.06% | 562 |
|
|
2022
Q1 | $76K | Buy |
745
+361
| +94% | +$36.8K | 0.05% | 655 |
|
|
2021
Q4 | $40K | Buy |
+384
| New | +$40K | 0.06% | 661 |
|