Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
34,710
+1,661
| +5% | +$48.1K | 0.78% | 41 |
|
|
2025
Q1 | $935K | Buy |
33,049
+23
| +0.1% | +$650 | 0.76% | 41 |
|
|
2024
Q4 | $752K | Buy |
33,026
+1,640
| +5% | +$37.3K | 0.61% | 48 |
|
|
2024
Q3 | $690K | Buy |
31,386
+2,201
| +8% | +$48.4K | 0.56% | 59 |
|
|
2024
Q2 | $558K | Sell |
29,185
-872
| -3% | -$16.7K | 0.48% | 68 |
|
|
2024
Q1 | $529K | Sell |
30,057
-1,315
| -4% | -$23.1K | 0.46% | 74 |
|
|
2023
Q4 | $526K | Sell |
31,372
-502
| -2% | -$8.42K | 0.5% | 65 |
|
|
2023
Q3 | $479K | Buy |
31,874
+5,120
| +19% | +$76.9K | 0.45% | 67 |
|
|
2023
Q2 | $427K | Buy |
26,754
+6,472
| +32% | +$103K | 0.43% | 75 |
|
|
2023
Q1 | $393K | Buy |
20,282
+279
| +1% | +$5.41K | 0.4% | 79 |
|
|
2022
Q4 | $375K | Buy |
20,003
+2,274
| +13% | +$42.6K | 0.42% | 75 |
|
|
2022
Q3 | $282K | Buy |
17,729
+336
| +2% | +$5.34K | 0.34% | 82 |
|
|
2022
Q2 | $368K | Sell |
17,393
-4,568
| -21% | -$96.6K | 0.44% | 67 |
|
|
2022
Q1 | $324K | Sell |
21,961
-3,677
| -14% | -$54.2K | 0.36% | 76 |
|
|
2021
Q4 | $467K | Buy |
+25,638
| New | +$467K | 0.4% | 71 |
|