Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
210
-373
| -64% | -$56.8K | 0.02% | 1073 |
|
|
2025
Q1 | $86K | Buy |
583
+231
| +66% | +$34.1K | 0.06% | 578 |
|
|
2024
Q4 | $46K | Sell |
352
-1,094
| -76% | -$143K | 0.03% | 889 |
|
|
2024
Q3 | $198K | Buy |
1,446
+17
| +1% | +$2.33K | 0.12% | 175 |
|
|
2024
Q2 | $146K | Sell |
1,429
-945
| -40% | -$96.6K | 0.09% | 288 |
|
|
2024
Q1 | $210K | Buy |
2,374
+268
| +13% | +$23.7K | 0.13% | 146 |
|
|
2023
Q4 | $193K | Sell |
2,106
-361
| -15% | -$33.1K | 0.13% | 152 |
|
|
2023
Q3 | $193K | Buy |
2,467
+729
| +42% | +$57K | 0.15% | 117 |
|
|
2023
Q2 | $145K | Buy |
1,738
+151
| +10% | +$12.6K | 0.11% | 249 |
|
|
2023
Q1 | $140K | Buy |
1,587
+422
| +36% | +$37.2K | 0.12% | 222 |
|
|
2022
Q4 | $117K | Buy |
1,165
+11
| +1% | +$1.11K | 0.1% | 318 |
|
|
2022
Q3 | $107K | Sell |
1,154
-1,004
| -47% | -$93.1K | 0.09% | 317 |
|
|
2022
Q2 | $234K | Buy |
2,158
+633
| +42% | +$68.6K | 0.19% | 83 |
|
|
2022
Q1 | $190K | Buy |
1,525
+644
| +73% | +$80.2K | 0.13% | 166 |
|
|
2021
Q4 | $131K | Buy |
+881
| New | +$131K | 0.18% | 81 |
|