Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
1,032
+951
| +1,174% | +$65.4K | 0.04% | 739 |
|
|
2025
Q1 | $5K | Sell |
81
-120
| -60% | -$7.41K | ﹤0.01% | 1736 |
|
|
2024
Q4 | $21K | Sell |
201
-203
| -50% | -$21.2K | 0.01% | 1172 |
|
|
2024
Q3 | $41K | Buy |
404
+295
| +271% | +$29.9K | 0.03% | 941 |
|
|
2024
Q2 | $12K | Buy |
109
+5
| +5% | +$550 | 0.01% | 1424 |
|
|
2024
Q1 | $15K | Sell |
104
-52
| -33% | -$7.5K | 0.01% | 1321 |
|
|
2023
Q4 | $19K | Buy |
156
+2
| +1% | +$244 | 0.01% | 1221 |
|
|
2023
Q3 | $12K | Sell |
154
-3
| -2% | -$234 | 0.01% | 1334 |
|
|
2023
Q2 | $13K | Sell |
157
-3
| -2% | -$248 | 0.01% | 1326 |
|
|
2023
Q1 | $14K | Buy |
160
+31
| +24% | +$2.71K | 0.01% | 1152 |
|
|
2022
Q4 | $9K | Sell |
129
-1,016
| -89% | -$70.9K | 0.01% | 1378 |
|
|
2022
Q3 | $51K | Buy |
1,145
+321
| +39% | +$14.3K | 0.04% | 693 |
|
|
2022
Q2 | $47K | Buy |
824
+228
| +38% | +$13K | 0.04% | 753 |
|
|
2022
Q1 | $46K | Buy |
596
+244
| +69% | +$18.8K | 0.03% | 828 |
|
|
2021
Q4 | $38K | Buy |
+352
| New | +$38K | 0.05% | 683 |
|