Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
545
-523
| -49% | -$48K | 0.03% | 889 |
|
|
2025
Q1 | $98K | Sell |
1,068
-327
| -23% | -$30K | 0.07% | 501 |
|
|
2024
Q4 | $118K | Buy |
1,395
+316
| +29% | +$26.7K | 0.07% | 418 |
|
|
2024
Q3 | $85K | Buy |
1,079
+106
| +11% | +$8.35K | 0.05% | 625 |
|
|
2024
Q2 | $73K | Sell |
973
-330
| -25% | -$24.8K | 0.05% | 680 |
|
|
2024
Q1 | $102K | Buy |
1,303
+614
| +89% | +$48.1K | 0.06% | 527 |
|
|
2023
Q4 | $48K | Sell |
689
-276
| -29% | -$19.2K | 0.03% | 871 |
|
|
2023
Q3 | $61K | Sell |
965
-234
| -20% | -$14.8K | 0.05% | 674 |
|
|
2023
Q2 | $71K | Sell |
1,199
-222
| -16% | -$13.1K | 0.05% | 629 |
|
|
2023
Q1 | $82K | Sell |
1,421
-115
| -7% | -$6.64K | 0.07% | 489 |
|
|
2022
Q4 | $90K | Sell |
1,536
-1,227
| -44% | -$71.9K | 0.07% | 442 |
|
|
2022
Q3 | $138K | Buy |
2,763
+177
| +7% | +$8.84K | 0.12% | 199 |
|
|
2022
Q2 | $153K | Sell |
2,586
-511
| -16% | -$30.2K | 0.12% | 194 |
|
|
2022
Q1 | $201K | Buy |
3,097
+1,180
| +62% | +$76.6K | 0.13% | 149 |
|
|
2021
Q4 | $111K | Buy |
+1,917
| New | +$111K | 0.16% | 129 |
|