Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.72M | Sell |
3,288
-2,291
| -41% | -$1.89M | 0.37% | 58 |
|
|
2024
Q4 | $4.31M | Buy |
5,579
+27
| +0.5% | +$20.8K | 0.52% | 46 |
|
|
2024
Q3 | $4.92M | Buy |
5,552
+189
| +4% | +$167K | 0.6% | 40 |
|
|
2024
Q2 | $4.9M | Sell |
5,363
-52
| -1% | -$47.5K | 0.54% | 43 |
|
|
2024
Q1 | $4.12M | Sell |
5,415
-218
| -4% | -$166K | 0.49% | 45 |
|
|
2023
Q4 | $3.97M | Buy |
5,633
+789
| +16% | +$556K | 0.51% | 43 |
|
|
2023
Q3 | $2.6M | Buy |
4,844
+6
| +0.1% | +$3.22K | 0.38% | 46 |
|
|
2023
Q2 | $2.27M | Buy |
4,838
+45
| +0.9% | +$21.1K | 0.33% | 43 |
|
|
2023
Q1 | $1.87M | Buy |
4,793
+4,132
| +625% | +$1.61M | 0.29% | 45 |
|
|
2022
Q4 | $227K | Sell |
661
-74
| -10% | -$25.5K | 0.04% | 151 |
|
|
2022
Q3 | $238K | Buy |
735
+36
| +5% | +$11.7K | 0.04% | 149 |
|
|
2022
Q2 | $213K | Buy |
+699
| New | +$213K | 0.03% | 166 |
|