Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
2,529
-5
| -0.2% | -$18 | 0.01% | 1641 |
|
|
2025
Q1 | $10K | Sell |
2,534
-235
| -8% | -$927 | 0.01% | 1495 |
|
|
2024
Q4 | $12K | Hold |
2,769
| – | – | 0.01% | 1432 |
|
|
2024
Q3 | $19K | Sell |
2,769
-215
| -7% | -$1.48K | 0.01% | 1231 |
|
|
2024
Q2 | $12K | Buy |
2,984
+749
| +34% | +$3.01K | 0.01% | 1420 |
|
|
2024
Q1 | $10K | Sell |
2,235
-471
| -17% | -$2.11K | 0.01% | 1593 |
|
|
2023
Q4 | $25K | Sell |
2,706
-116
| -4% | -$1.07K | 0.02% | 1112 |
|
|
2023
Q3 | $26K | Buy |
2,822
+917
| +48% | +$8.45K | 0.02% | 1024 |
|
|
2023
Q2 | $18K | Buy |
1,905
+128
| +7% | +$1.21K | 0.01% | 1184 |
|
|
2023
Q1 | $19K | Sell |
1,777
-61
| -3% | -$652 | 0.02% | 1024 |
|
|
2022
Q4 | $18K | Buy |
1,838
+652
| +55% | +$6.39K | 0.01% | 1070 |
|
|
2022
Q3 | $19K | Buy |
1,186
+9
| +0.8% | +$144 | 0.02% | 1011 |
|
|
2022
Q2 | $26K | Buy |
1,177
+89
| +8% | +$1.97K | 0.02% | 922 |
|
|
2022
Q1 | $23K | Buy |
+1,088
| New | +$23K | 0.02% | 1023 |
|