Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
1,591
+934
| +142% | +$11.2K | 0.01% | 1268 |
|
|
2025
Q1 | $8K | Sell |
657
-1,016
| -61% | -$12.4K | 0.01% | 1626 |
|
|
2024
Q4 | $28K | Sell |
1,673
-5,541
| -77% | -$92.7K | 0.02% | 1065 |
|
|
2024
Q3 | $113K | Buy |
7,214
+3,091
| +75% | +$48.4K | 0.07% | 454 |
|
|
2024
Q2 | $79K | Buy |
4,123
+1,535
| +59% | +$29.4K | 0.05% | 634 |
|
|
2024
Q1 | $52K | Buy |
2,588
+274
| +12% | +$5.51K | 0.03% | 862 |
|
|
2023
Q4 | $47K | Sell |
2,314
-2,449
| -51% | -$49.7K | 0.03% | 882 |
|
|
2023
Q3 | $55K | Buy |
4,763
+969
| +26% | +$11.2K | 0.04% | 731 |
|
|
2023
Q2 | $61K | Buy |
3,794
+995
| +36% | +$16K | 0.05% | 696 |
|
|
2023
Q1 | $49K | Sell |
2,799
-1,320
| -32% | -$23.1K | 0.04% | 719 |
|
|
2022
Q4 | $85K | Sell |
4,119
-1,836
| -31% | -$37.9K | 0.07% | 481 |
|
|
2022
Q3 | $93K | Sell |
5,955
-1,363
| -19% | -$21.3K | 0.08% | 394 |
|
|
2022
Q2 | $134K | Buy |
7,318
+738
| +11% | +$13.5K | 0.11% | 242 |
|
|
2022
Q1 | $160K | Buy |
6,580
+4,770
| +264% | +$116K | 0.11% | 243 |
|
|
2021
Q4 | $47K | Buy |
+1,810
| New | +$47K | 0.07% | 578 |
|