Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.61M | Sell |
22,448
-10,648
| -32% | -$763K | 0.22% | 85 |
|
|
2024
Q4 | $2.06M | Buy |
33,096
+236
| +0.7% | +$14.7K | 0.25% | 75 |
|
|
2024
Q3 | $2.36M | Sell |
32,860
-464
| -1% | -$33.3K | 0.29% | 64 |
|
|
2024
Q2 | $2.11M | Buy |
33,324
+1,645
| +5% | +$104K | 0.23% | 67 |
|
|
2024
Q1 | $1.92M | Buy |
31,679
+6,819
| +27% | +$414K | 0.23% | 70 |
|
|
2023
Q4 | $1.49M | Sell |
24,860
-1,251
| -5% | -$75K | 0.19% | 75 |
|
|
2023
Q3 | $1.46M | Buy |
26,111
+1,866
| +8% | +$104K | 0.21% | 64 |
|
|
2023
Q2 | $1.46M | Sell |
24,245
-162
| -0.7% | -$9.76K | 0.21% | 59 |
|
|
2023
Q1 | $1.55M | Buy |
24,407
+20,622
| +545% | +$1.31M | 0.24% | 58 |
|
|
2022
Q4 | $232K | Sell |
3,785
-219
| -5% | -$13.4K | 0.04% | 150 |
|
|
2022
Q3 | $218K | Buy |
4,004
+490
| +14% | +$26.7K | 0.04% | 155 |
|
|
2022
Q2 | $224K | Sell |
3,514
-124
| -3% | -$7.9K | 0.03% | 161 |
|
|
2022
Q1 | $235K | Buy |
+3,638
| New | +$235K | 0.04% | 160 |
|