Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
581
-4,480
| -89% | -$54K | ﹤0.01% | 1713 |
|
|
2025
Q1 | $77K | Buy |
5,061
+2,821
| +126% | +$42.9K | 0.05% | 639 |
|
|
2024
Q4 | $33K | Buy |
2,240
+1,655
| +283% | +$24.4K | 0.02% | 1002 |
|
|
2024
Q3 | $9K | Sell |
585
-12
| -2% | -$185 | 0.01% | 1623 |
|
|
2024
Q2 | $11K | Sell |
597
-17
| -3% | -$313 | 0.01% | 1475 |
|
|
2024
Q1 | $12K | Sell |
614
-309
| -33% | -$6.04K | 0.01% | 1461 |
|
|
2023
Q4 | $19K | Sell |
923
-65
| -7% | -$1.34K | 0.01% | 1216 |
|
|
2023
Q3 | $21K | Sell |
988
-13
| -1% | -$276 | 0.02% | 1100 |
|
|
2023
Q2 | $16K | Buy |
1,001
+60
| +6% | +$959 | 0.01% | 1235 |
|
|
2023
Q1 | $17K | Buy |
941
+83
| +10% | +$1.5K | 0.01% | 1063 |
|
|
2022
Q4 | $18K | Buy |
858
+13
| +2% | +$273 | 0.01% | 1071 |
|
|
2022
Q3 | $14K | Buy |
845
+36
| +4% | +$596 | 0.01% | 1127 |
|
|
2022
Q2 | $14K | Sell |
809
-478
| -37% | -$8.27K | 0.01% | 1084 |
|
|
2022
Q1 | $25K | Buy |
1,287
+625
| +94% | +$12.1K | 0.02% | 995 |
|
|
2021
Q4 | $9K | Buy |
+662
| New | +$9K | 0.01% | 1058 |
|