Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
270
-7
| -3% | -$285 | 0.01% | 1563 |
|
|
2025
Q1 | $13K | Sell |
277
-600
| -68% | -$28.2K | 0.01% | 1367 |
|
|
2024
Q4 | $38K | Sell |
877
-2,215
| -72% | -$96K | 0.02% | 960 |
|
|
2024
Q3 | $140K | Sell |
3,092
-11
| -0.4% | -$498 | 0.09% | 345 |
|
|
2024
Q2 | $128K | Sell |
3,103
-233
| -7% | -$9.61K | 0.08% | 359 |
|
|
2024
Q1 | $125K | Buy |
3,336
+515
| +18% | +$19.3K | 0.08% | 382 |
|
|
2023
Q4 | $108K | Buy |
2,821
+1,330
| +89% | +$50.9K | 0.07% | 449 |
|
|
2023
Q3 | $53K | Buy |
1,491
+112
| +8% | +$3.98K | 0.04% | 752 |
|
|
2023
Q2 | $59K | Sell |
1,379
-707
| -34% | -$30.2K | 0.04% | 714 |
|
|
2023
Q1 | $86K | Sell |
2,086
-242
| -10% | -$9.98K | 0.07% | 462 |
|
|
2022
Q4 | $90K | Buy |
2,328
+2,016
| +646% | +$77.9K | 0.07% | 444 |
|
|
2022
Q3 | $13K | Sell |
312
-6
| -2% | -$250 | 0.01% | 1165 |
|
|
2022
Q2 | $15K | Buy |
318
+6
| +2% | +$283 | 0.01% | 1057 |
|
|
2022
Q1 | $18K | Buy |
312
+121
| +63% | +$6.98K | 0.01% | 1094 |
|
|
2021
Q4 | $11K | Buy |
+191
| New | +$11K | 0.02% | 1002 |
|