Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
352
-75
| -18% | -$13K | 0.04% | 811 |
|
|
2025
Q1 | $66K | Buy |
427
+304
| +247% | +$47K | 0.04% | 720 |
|
|
2024
Q4 | $23K | Sell |
123
-70
| -36% | -$13.1K | 0.01% | 1145 |
|
|
2024
Q3 | $35K | Buy |
193
+80
| +71% | +$14.5K | 0.02% | 1007 |
|
|
2024
Q2 | $21K | Buy |
113
+8
| +8% | +$1.49K | 0.01% | 1183 |
|
|
2024
Q1 | $20K | Buy |
105
+7
| +7% | +$1.33K | 0.01% | 1222 |
|
|
2023
Q4 | $17K | Buy |
98
+3
| +3% | +$520 | 0.01% | 1261 |
|
|
2023
Q3 | $14K | Buy |
95
+3
| +3% | +$442 | 0.01% | 1274 |
|
|
2023
Q2 | $13K | Hold |
92
| – | – | 0.01% | 1325 |
|
|
2023
Q1 | $12K | Sell |
92
-230
| -71% | -$30K | 0.01% | 1231 |
|
|
2022
Q4 | $39K | Buy |
322
+21
| +7% | +$2.54K | 0.03% | 824 |
|
|
2022
Q3 | $32K | Sell |
301
-682
| -69% | -$72.5K | 0.03% | 869 |
|
|
2022
Q2 | $105K | Sell |
983
-163
| -14% | -$17.4K | 0.08% | 383 |
|
|
2022
Q1 | $123K | Buy |
1,146
+664
| +138% | +$71.3K | 0.08% | 381 |
|
|
2021
Q4 | $58K | Buy |
+482
| New | +$58K | 0.08% | 454 |
|