Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
132,222
+23,656
| +22% | +$767K | 0.01% | 72 |
|
|
2025
Q1 | $3.36M | Buy |
108,566
+1,696
| +2% | +$52.5K | 0.01% | 70 |
|
|
2024
Q4 | $2.92M | Sell |
106,870
-1,351
| -1% | -$37K | ﹤0.01% | 82 |
|
|
2024
Q3 | $3.28M | Sell |
108,221
-593
| -0.5% | -$18K | 0.01% | 66 |
|
|
2024
Q2 | $3.35M | Buy |
108,814
+24,621
| +29% | +$758K | 0.01% | 63 |
|
|
2024
Q1 | $2.67M | Buy |
84,193
+596
| +0.7% | +$18.9K | ﹤0.01% | 74 |
|
|
2023
Q4 | $2.84M | Sell |
83,597
-2,027
| -2% | -$68.9K | 0.01% | 66 |
|
|
2023
Q3 | $2.73M | Sell |
85,624
-2,820
| -3% | -$90K | 0.01% | 66 |
|
|
2023
Q2 | $2.55M | Sell |
88,444
-7,043
| -7% | -$203K | 0.01% | 62 |
|
|
2023
Q1 | $2.67M | Sell |
95,487
-4,570
| -5% | -$128K | 0.01% | 69 |
|
|
2022
Q4 | $2.87M | Sell |
100,057
-70
| -0.1% | -$2.01K | 0.01% | 72 |
|
|
2022
Q3 | $2.12M | Sell |
100,127
-8,437
| -8% | -$178K | 0.01% | 72 |
|
|
2022
Q2 | $2.59M | Sell |
108,564
-15,338
| -12% | -$366K | 0.01% | 60 |
|
|
2022
Q1 | $3.62M | Buy |
+123,902
| New | +$3.62M | 0.01% | 54 |
|