Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
1,041
+45
| +5% | +$1.12K | 0.02% | 1147 |
|
|
2025
Q1 | $27K | Buy |
996
+26
| +3% | +$705 | 0.02% | 1083 |
|
|
2024
Q4 | $32K | Sell |
970
-121
| -11% | -$3.99K | 0.02% | 1009 |
|
|
2024
Q3 | $39K | Sell |
1,091
-71
| -6% | -$2.54K | 0.02% | 958 |
|
|
2024
Q2 | $41K | Buy |
1,162
+81
| +7% | +$2.86K | 0.03% | 939 |
|
|
2024
Q1 | $33K | Buy |
1,081
+70
| +7% | +$2.14K | 0.02% | 1034 |
|
|
2023
Q4 | $31K | Buy |
1,011
+83
| +9% | +$2.55K | 0.02% | 1040 |
|
|
2023
Q3 | $24K | Sell |
928
-168
| -15% | -$4.35K | 0.02% | 1046 |
|
|
2023
Q2 | $33K | Buy |
1,096
+502
| +85% | +$15.1K | 0.03% | 945 |
|
|
2023
Q1 | $17K | Sell |
594
-19
| -3% | -$544 | 0.01% | 1059 |
|
|
2022
Q4 | $16K | Buy |
613
+6
| +1% | +$157 | 0.01% | 1108 |
|
|
2022
Q3 | $15K | Sell |
607
-884
| -59% | -$21.8K | 0.01% | 1094 |
|
|
2022
Q2 | $49K | Sell |
1,491
-239
| -14% | -$7.85K | 0.04% | 740 |
|
|
2022
Q1 | $63K | Buy |
1,730
+1,104
| +176% | +$40.2K | 0.04% | 718 |
|
|
2021
Q4 | $24K | Buy |
+626
| New | +$24K | 0.03% | 814 |
|