Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
3,439
-201
| -6% | -$8.42K | 0.08% | 337 |
|
|
2025
Q1 | $154K | Buy |
3,640
+593
| +19% | +$25.1K | 0.1% | 240 |
|
|
2024
Q4 | $148K | Sell |
3,047
-87
| -3% | -$4.23K | 0.09% | 295 |
|
|
2024
Q3 | $207K | Sell |
3,134
-116
| -4% | -$7.66K | 0.13% | 156 |
|
|
2024
Q2 | $187K | Buy |
3,250
+127
| +4% | +$7.31K | 0.12% | 175 |
|
|
2024
Q1 | $199K | Buy |
3,123
+1,490
| +91% | +$94.9K | 0.13% | 165 |
|
|
2023
Q4 | $103K | Buy |
1,633
+649
| +66% | +$40.9K | 0.07% | 472 |
|
|
2023
Q3 | $66K | Buy |
984
+291
| +42% | +$19.5K | 0.05% | 635 |
|
|
2023
Q2 | $72K | Sell |
693
-15
| -2% | -$1.56K | 0.05% | 616 |
|
|
2023
Q1 | $87K | Buy |
708
+322
| +83% | +$39.6K | 0.08% | 445 |
|
|
2022
Q4 | $48K | Sell |
386
-147
| -28% | -$18.3K | 0.04% | 741 |
|
|
2022
Q3 | $56K | Sell |
533
-86
| -14% | -$9.04K | 0.05% | 648 |
|
|
2022
Q2 | $66K | Sell |
619
-926
| -60% | -$98.7K | 0.05% | 636 |
|
|
2022
Q1 | $203K | Buy |
1,545
+826
| +115% | +$109K | 0.14% | 146 |
|
|
2021
Q4 | $79K | Buy |
+719
| New | +$79K | 0.11% | 274 |
|