Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
1,452
+175
| +14% | +$27.8K | 0.14% | 127 |
|
|
2025
Q1 | $184K | Sell |
1,277
-142
| -10% | -$20.5K | 0.12% | 184 |
|
|
2024
Q4 | $222K | Sell |
1,419
-219
| -13% | -$34.3K | 0.14% | 133 |
|
|
2024
Q3 | $239K | Sell |
1,638
-270
| -14% | -$39.4K | 0.15% | 124 |
|
|
2024
Q2 | $237K | Sell |
1,908
-182
| -9% | -$22.6K | 0.15% | 111 |
|
|
2024
Q1 | $251K | Buy |
2,090
+1,819
| +671% | +$218K | 0.16% | 89 |
|
|
2023
Q4 | $32K | Buy |
271
+80
| +42% | +$9.45K | 0.02% | 1031 |
|
|
2023
Q3 | $20K | Hold |
191
| – | – | 0.02% | 1118 |
|
|
2023
Q2 | $16K | Buy |
191
+82
| +75% | +$6.87K | 0.01% | 1236 |
|
|
2023
Q1 | $10K | Sell |
109
-8
| -7% | -$734 | 0.01% | 1327 |
|
|
2022
Q4 | $10K | Buy |
117
+113
| +2,825% | +$9.66K | 0.01% | 1332 |
|
|
2022
Q3 | $0 | Sell |
4
-3,057
| -100% | – | ﹤0.01% | 2469 |
|
|
2022
Q2 | $218K | Buy |
3,061
+268
| +10% | +$19.1K | 0.17% | 93 |
|
|
2022
Q1 | $222K | Buy |
2,793
+1,435
| +106% | +$114K | 0.15% | 116 |
|
|
2021
Q4 | $112K | Buy |
+1,358
| New | +$112K | 0.16% | 127 |
|