Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
1,041
+403
| +63% | +$41.8K | 0.06% | 516 |
|
|
2025
Q1 | $60K | Buy |
638
+456
| +251% | +$42.9K | 0.04% | 771 |
|
|
2024
Q4 | $19K | Buy |
182
+10
| +6% | +$1.04K | 0.01% | 1223 |
|
|
2024
Q3 | $16K | Buy |
172
+2
| +1% | +$186 | 0.01% | 1304 |
|
|
2024
Q2 | $14K | Sell |
170
-256
| -60% | -$21.1K | 0.01% | 1351 |
|
|
2024
Q1 | $33K | Buy |
426
+106
| +33% | +$8.21K | 0.02% | 1040 |
|
|
2023
Q4 | $22K | Buy |
320
+24
| +8% | +$1.65K | 0.02% | 1168 |
|
|
2023
Q3 | $18K | Sell |
296
-345
| -54% | -$21K | 0.01% | 1156 |
|
|
2023
Q2 | $38K | Sell |
641
-287
| -31% | -$17K | 0.03% | 892 |
|
|
2023
Q1 | $55K | Sell |
928
-1,153
| -55% | -$68.3K | 0.05% | 675 |
|
|
2022
Q4 | $121K | Sell |
2,081
-1
| -0% | -$58 | 0.1% | 309 |
|
|
2022
Q3 | $108K | Buy |
2,082
+1,790
| +613% | +$92.9K | 0.1% | 314 |
|
|
2022
Q2 | $16K | Hold |
292
| – | – | 0.01% | 1034 |
|
|
2022
Q1 | $20K | Buy |
292
+132
| +83% | +$9.04K | 0.01% | 1060 |
|
|
2021
Q4 | $11K | Buy |
+160
| New | +$11K | 0.02% | 997 |
|