Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13K | Sell |
517
-19
| -4% | -$478 | 0.01% | 1428 |
|
2025
Q1 | $11K | Sell |
536
-835
| -61% | -$17.1K | 0.01% | 1457 |
|
2024
Q4 | $31K | Sell |
1,371
-2,772
| -67% | -$62.7K | 0.02% | 1027 |
|
2024
Q3 | $94K | Buy |
4,143
+3,611
| +679% | +$81.9K | 0.06% | 558 |
|
2024
Q2 | $9K | Buy |
532
+232
| +77% | +$3.93K | 0.01% | 1641 |
|
2024
Q1 | $8K | Buy |
300
+30
| +11% | +$800 | 0.01% | 1718 |
|
2023
Q4 | $11K | Buy |
270
+6
| +2% | +$244 | 0.01% | 1520 |
|
2023
Q3 | $8K | Buy |
264
+3
| +1% | +$91 | 0.01% | 1583 |
|
2023
Q2 | $11K | Sell |
261
-146
| -36% | -$6.15K | 0.01% | 1400 |
|
2023
Q1 | $14K | Sell |
407
-163
| -29% | -$5.61K | 0.01% | 1159 |
|
2022
Q4 | $17K | Buy |
570
+304
| +114% | +$9.07K | 0.01% | 1091 |
|
2022
Q3 | $9K | Buy |
266
+121
| +83% | +$4.09K | 0.01% | 1317 |
|
2022
Q2 | $5K | Sell |
145
-5
| -3% | -$172 | ﹤0.01% | 1421 |
|
2022
Q1 | $15K | Buy |
150
+49
| +49% | +$4.9K | 0.01% | 1158 |
|
2021
Q4 | $15K | Buy |
+101
| New | +$15K | 0.02% | 923 |
|