Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
22,367
+5,857
| +35% | +$246K | ﹤0.01% | 664 |
|
|
2025
Q1 | $518K | Sell |
16,510
-7,283
| -31% | -$229K | ﹤0.01% | 726 |
|
|
2024
Q4 | $823K | Buy |
23,793
+23,093
| +3,299% | +$799K | ﹤0.01% | 667 |
|
|
2024
Q3 | $16.1K | Sell |
700
-4,219
| -86% | -$97K | ﹤0.01% | 935 |
|
|
2024
Q2 | $129K | Sell |
4,919
-29,402
| -86% | -$774K | ﹤0.01% | 909 |
|
|
2024
Q1 | $747K | Buy |
34,321
+33,030
| +2,558% | +$719K | ﹤0.01% | 713 |
|
|
2023
Q4 | $27K | Hold |
1,291
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q3 | $19.5K | Hold |
1,291
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q2 | $17.1K | Sell |
1,291
-2,495
| -66% | -$33K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $55K | Sell |
3,786
-1,043
| -22% | -$15.2K | ﹤0.01% | 994 |
|
|
2022
Q4 | $53.7K | Sell |
4,829
-640
| -12% | -$7.12K | ﹤0.01% | 997 |
|
|
2022
Q3 | $42K | Hold |
5,469
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q2 | $49K | Sell |
5,469
-632
| -10% | -$5.66K | ﹤0.01% | 999 |
|
|
2022
Q1 | $77K | Sell |
6,101
-9,749
| -62% | -$123K | ﹤0.01% | 953 |
|
|
2021
Q4 | $292K | Buy |
+15,850
| New | +$292K | ﹤0.01% | 864 |
|