Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
33,953
-1,103
| -3% | -$4.39K | ﹤0.01% | 3604 |
|
|
2025
Q1 | $150K | Sell |
35,056
-4,556
| -12% | -$19.5K | ﹤0.01% | 3558 |
|
|
2024
Q4 | $140K | Buy |
39,612
+1,359
| +4% | +$4.81K | ﹤0.01% | 3565 |
|
|
2024
Q3 | $147K | Sell |
38,253
-1,913
| -5% | -$7.37K | ﹤0.01% | 3549 |
|
|
2024
Q2 | $110K | Sell |
40,166
-3,175
| -7% | -$8.67K | ﹤0.01% | 3726 |
|
|
2024
Q1 | $178K | Buy |
43,341
+1,801
| +4% | +$7.39K | ﹤0.01% | 3656 |
|
|
2023
Q4 | $233K | Sell |
41,540
-2,780
| -6% | -$15.6K | ﹤0.01% | 3505 |
|
|
2023
Q3 | $277K | Buy |
44,320
+1,121
| +3% | +$7K | ﹤0.01% | 3468 |
|
|
2023
Q2 | $293K | Buy |
+43,199
| New | +$293K | ﹤0.01% | 3489 |
|
|
2023
Q1 | – | Sell |
-190,842
| Closed | -$1.49M | – | 3999 |
|
|
2022
Q4 | $1.49M | Sell |
190,842
-6,745
| -3% | -$52.6K | ﹤0.01% | 2747 |
|
|
2022
Q3 | $1.26M | Sell |
197,587
-33,522
| -15% | -$213K | ﹤0.01% | 2828 |
|
|
2022
Q2 | $2.48M | Buy |
231,109
+162,362
| +236% | +$1.74M | ﹤0.01% | 2593 |
|
|
2022
Q1 | $998K | Sell |
68,747
-10,630
| -13% | -$154K | ﹤0.01% | 3047 |
|
|
2021
Q4 | $2.64M | Sell |
79,377
-289
| -0.4% | -$9.61K | ﹤0.01% | 2679 |
|
|
2021
Q3 | $4.41M | Buy |
+79,666
| New | +$4.41M | ﹤0.01% | 2452 |
|