Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
453
-1,712
| -79% | -$121K | 0.02% | 1072 |
|
|
2025
Q1 | $146K | Buy |
2,165
+1,583
| +272% | +$107K | 0.1% | 261 |
|
|
2024
Q4 | $36K | Sell |
582
-10
| -2% | -$619 | 0.02% | 977 |
|
|
2024
Q3 | $34K | Sell |
592
-3
| -0.5% | -$172 | 0.02% | 1016 |
|
|
2024
Q2 | $30K | Sell |
595
-8
| -1% | -$403 | 0.02% | 1052 |
|
|
2024
Q1 | $34K | Sell |
603
-1
| -0.2% | -$56 | 0.02% | 1021 |
|
|
2023
Q4 | $28K | Buy |
604
+19
| +3% | +$881 | 0.02% | 1069 |
|
|
2023
Q3 | $26K | Sell |
585
-32
| -5% | -$1.42K | 0.02% | 1022 |
|
|
2023
Q2 | $29K | Buy |
617
+131
| +27% | +$6.16K | 0.02% | 988 |
|
|
2023
Q1 | $24K | Buy |
486
+70
| +17% | +$3.46K | 0.02% | 942 |
|
|
2022
Q4 | $19K | Sell |
416
-3
| -0.7% | -$137 | 0.02% | 1047 |
|
|
2022
Q3 | $18K | Sell |
419
-691
| -62% | -$29.7K | 0.02% | 1025 |
|
|
2022
Q2 | $53K | Sell |
1,110
-580
| -34% | -$27.7K | 0.04% | 713 |
|
|
2022
Q1 | $97K | Buy |
1,690
+566
| +50% | +$32.5K | 0.06% | 512 |
|
|
2021
Q4 | $51K | Buy |
+1,124
| New | +$51K | 0.07% | 526 |
|