Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
30,222
+2,709
| +10% | +$78.4K | 0.04% | 134 |
|
|
2025
Q1 | $778K | Buy |
27,513
+1,052
| +4% | +$29.8K | 0.04% | 131 |
|
|
2024
Q4 | $603K | Sell |
26,461
-1,262
| -5% | -$28.7K | 0.03% | 138 |
|
|
2024
Q3 | $610K | Buy |
27,723
+778
| +3% | +$17.1K | 0.04% | 141 |
|
|
2024
Q2 | $515K | Sell |
26,945
-906
| -3% | -$17.3K | 0.03% | 146 |
|
|
2024
Q1 | $490K | Buy |
27,851
+1,231
| +5% | +$21.7K | 0.03% | 143 |
|
|
2023
Q4 | $447K | Buy |
26,620
+614
| +2% | +$10.3K | 0.03% | 144 |
|
|
2023
Q3 | $391K | Sell |
26,006
-819
| -3% | -$12.3K | 0.03% | 131 |
|
|
2023
Q2 | $428K | Buy |
26,825
+319
| +1% | +$5.09K | 0.04% | 118 |
|
|
2023
Q1 | $510K | Buy |
26,506
+4,921
| +23% | +$94.7K | 0.05% | 106 |
|
|
2022
Q4 | $397K | Buy |
21,585
+200
| +0.9% | +$3.68K | 0.04% | 121 |
|
|
2022
Q3 | $328K | Sell |
21,385
-341
| -2% | -$5.23K | 0.04% | 124 |
|
|
2022
Q2 | $455K | Sell |
21,726
-7,255
| -25% | -$152K | 0.05% | 170 |
|
|
2022
Q1 | $518K | Sell |
28,981
-112,324
| -79% | -$2.01M | 0.05% | 163 |
|
|
2021
Q4 | $2.63M | Buy |
141,305
+7,434
| +6% | +$138K | 0.26% | 49 |
|
|
2021
Q3 | $2.73M | Buy |
+133,871
| New | +$2.73M | 0.35% | 39 |
|