Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
90
+32
| +55% | +$4.62K | 0.01% | 1434 |
|
|
2025
Q1 | $9K | Sell |
58
-68
| -54% | -$10.6K | 0.01% | 1590 |
|
|
2024
Q4 | $22K | Sell |
126
-151
| -55% | -$26.4K | 0.01% | 1162 |
|
|
2024
Q3 | $58K | Buy |
277
+89
| +47% | +$18.6K | 0.04% | 821 |
|
|
2024
Q2 | $33K | Buy |
188
+1
| +0.5% | +$176 | 0.02% | 1023 |
|
|
2024
Q1 | $44K | Buy |
187
+131
| +234% | +$30.8K | 0.03% | 936 |
|
|
2023
Q4 | $11K | Sell |
56
-45
| -45% | -$8.84K | 0.01% | 1524 |
|
|
2023
Q3 | $19K | Sell |
101
-374
| -79% | -$70.4K | 0.01% | 1138 |
|
|
2023
Q2 | $87K | Buy |
475
+82
| +21% | +$15K | 0.07% | 524 |
|
|
2023
Q1 | $72K | Buy |
393
+90
| +30% | +$16.5K | 0.06% | 555 |
|
|
2022
Q4 | $50K | Sell |
303
-1
| -0.3% | -$165 | 0.04% | 730 |
|
|
2022
Q3 | $39K | Buy |
304
+247
| +433% | +$31.7K | 0.03% | 793 |
|
|
2022
Q2 | $9K | Hold |
57
| – | – | 0.01% | 1259 |
|
|
2022
Q1 | $10K | Buy |
57
+25
| +78% | +$4.39K | 0.01% | 1320 |
|
|
2021
Q4 | $5K | Buy |
+32
| New | +$5K | 0.01% | 1353 |
|