Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
3,989
+231
| +6% | +$6.66K | 0.07% | 466 |
|
|
2025
Q1 | $107K | Sell |
3,758
-300
| -7% | -$8.54K | 0.07% | 444 |
|
|
2024
Q4 | $93K | Buy |
4,058
+1,366
| +51% | +$31.3K | 0.06% | 575 |
|
|
2024
Q3 | $59K | Sell |
2,692
-4,883
| -64% | -$107K | 0.04% | 814 |
|
|
2024
Q2 | $144K | Buy |
7,575
+4,897
| +183% | +$93.1K | 0.09% | 296 |
|
|
2024
Q1 | $48K | Buy |
2,678
+622
| +30% | +$11.1K | 0.03% | 900 |
|
|
2023
Q4 | $35K | Sell |
2,056
-623
| -23% | -$10.6K | 0.02% | 988 |
|
|
2023
Q3 | $40K | Buy |
2,679
+441
| +20% | +$6.59K | 0.03% | 869 |
|
|
2023
Q2 | $36K | Sell |
2,238
-31
| -1% | -$499 | 0.03% | 920 |
|
|
2023
Q1 | $44K | Sell |
2,269
-3,429
| -60% | -$66.5K | 0.04% | 754 |
|
|
2022
Q4 | $105K | Sell |
5,698
-7,013
| -55% | -$129K | 0.09% | 363 |
|
|
2022
Q3 | $195K | Sell |
12,711
-249
| -2% | -$3.82K | 0.17% | 87 |
|
|
2022
Q2 | $272K | Buy |
12,960
+3,643
| +39% | +$76.5K | 0.22% | 58 |
|
|
2022
Q1 | $166K | Buy |
9,317
+6,740
| +262% | +$120K | 0.11% | 221 |
|
|
2021
Q4 | $48K | Buy |
+2,577
| New | +$48K | 0.07% | 566 |
|