Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $732K | Buy |
1,966
+829
| +73% | +$309K | 0.1% | 166 |
|
|
2024
Q4 | $409K | Buy |
1,137
+1
| +0.1% | +$360 | 0.05% | 189 |
|
|
2024
Q3 | $410K | Sell |
1,136
-45
| -4% | -$16.3K | 0.05% | 186 |
|
|
2024
Q2 | $397K | Sell |
1,181
-71
| -6% | -$23.9K | 0.04% | 192 |
|
|
2024
Q1 | $444K | Buy |
1,252
+53
| +4% | +$18.8K | 0.05% | 155 |
|
|
2023
Q4 | $407K | Sell |
1,199
-20
| -2% | -$6.8K | 0.05% | 158 |
|
|
2023
Q3 | $333K | Sell |
1,219
-26
| -2% | -$7.11K | 0.05% | 162 |
|
|
2023
Q2 | $380K | Hold |
1,245
| – | – | 0.05% | 143 |
|
|
2023
Q1 | $371K | Sell |
1,245
-434
| -26% | -$129K | 0.06% | 133 |
|
|
2022
Q4 | $426K | Buy |
1,679
+10
| +0.6% | +$2.54K | 0.07% | 127 |
|
|
2022
Q3 | $347K | Buy |
1,669
+742
| +80% | +$154K | 0.06% | 133 |
|
|
2022
Q2 | $203K | Buy |
+927
| New | +$203K | 0.03% | 170 |
|