Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
1,430
+503
| +54% | +$24.3K | 0.04% | 755 |
|
|
2025
Q1 | $46K | Sell |
927
-304
| -25% | -$15.1K | 0.03% | 874 |
|
|
2024
Q4 | $72K | Sell |
1,231
-937
| -43% | -$54.8K | 0.05% | 700 |
|
|
2024
Q3 | $142K | Sell |
2,168
-258
| -11% | -$16.9K | 0.09% | 336 |
|
|
2024
Q2 | $156K | Sell |
2,426
-38
| -2% | -$2.44K | 0.1% | 255 |
|
|
2024
Q1 | $157K | Sell |
2,464
-10
| -0.4% | -$637 | 0.1% | 258 |
|
|
2023
Q4 | $137K | Buy |
2,474
+1,575
| +175% | +$87.2K | 0.09% | 301 |
|
|
2023
Q3 | $53K | Sell |
899
-41
| -4% | -$2.42K | 0.04% | 751 |
|
|
2023
Q2 | $61K | Sell |
940
-1,715
| -65% | -$111K | 0.05% | 695 |
|
|
2023
Q1 | $146K | Sell |
2,655
-129
| -5% | -$7.09K | 0.13% | 208 |
|
|
2022
Q4 | $147K | Buy |
2,784
+2,354
| +547% | +$124K | 0.12% | 223 |
|
|
2022
Q3 | $19K | Buy |
430
+92
| +27% | +$4.07K | 0.02% | 1006 |
|
|
2022
Q2 | $16K | Buy |
338
+16
| +5% | +$757 | 0.01% | 1030 |
|
|
2022
Q1 | $18K | Sell |
322
-83
| -20% | -$4.64K | 0.01% | 1088 |
|
|
2021
Q4 | $19K | Buy |
+405
| New | +$19K | 0.03% | 870 |
|