Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
6,678
+5,882
| +739% | +$214K | 0.14% | 115 |
|
|
2025
Q1 | $26K | Sell |
796
-59
| -7% | -$1.93K | 0.02% | 1110 |
|
|
2024
Q4 | $24K | Buy |
855
+3
| +0.4% | +$84 | 0.02% | 1134 |
|
|
2024
Q3 | $22K | Sell |
852
-3,309
| -80% | -$85.4K | 0.01% | 1180 |
|
|
2024
Q2 | $96K | Buy |
4,161
+3,207
| +336% | +$74K | 0.06% | 515 |
|
|
2024
Q1 | $24K | Sell |
954
-6,712
| -88% | -$169K | 0.02% | 1161 |
|
|
2023
Q4 | $188K | Sell |
7,666
-40
| -0.5% | -$981 | 0.13% | 171 |
|
|
2023
Q3 | $178K | Buy |
7,706
+4,055
| +111% | +$93.7K | 0.13% | 146 |
|
|
2023
Q2 | $98K | Sell |
3,651
-1,166
| -24% | -$31.3K | 0.07% | 455 |
|
|
2023
Q1 | $167K | Sell |
4,817
-3,638
| -43% | -$126K | 0.15% | 166 |
|
|
2022
Q4 | $313K | Buy |
8,455
+1,006
| +14% | +$37.2K | 0.26% | 46 |
|
|
2022
Q3 | $241K | Sell |
7,449
-117
| -2% | -$3.79K | 0.21% | 59 |
|
|
2022
Q2 | $292K | Buy |
7,566
+5,988
| +379% | +$231K | 0.23% | 52 |
|
|
2022
Q1 | $57K | Buy |
1,578
+176
| +13% | +$6.36K | 0.04% | 761 |
|
|
2021
Q4 | $64K | Buy |
+1,402
| New | +$64K | 0.09% | 396 |
|