Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
8,492
-3,823
| -31% | -$92.7K | ﹤0.01% | 853 |
|
|
2025
Q1 | $241K | Buy |
12,315
+312
| +3% | +$6.11K | ﹤0.01% | 968 |
|
|
2024
Q4 | $270K | Sell |
12,003
-2,650
| -18% | -$59.6K | ﹤0.01% | 985 |
|
|
2024
Q3 | $331K | Sell |
14,653
-17,099
| -54% | -$386K | ﹤0.01% | 770 |
|
|
2024
Q2 | $516K | Buy |
31,752
+483
| +2% | +$7.85K | ﹤0.01% | 718 |
|
|
2024
Q1 | $835K | Sell |
31,269
-5,244
| -14% | -$140K | ﹤0.01% | 687 |
|
|
2023
Q4 | $1.49M | Buy |
36,513
+6,287
| +21% | +$257K | 0.01% | 645 |
|
|
2023
Q3 | $949K | Sell |
30,226
-41,081
| -58% | -$1.29M | ﹤0.01% | 689 |
|
|
2023
Q2 | $3.1M | Sell |
71,307
-36,709
| -34% | -$1.59M | 0.01% | 534 |
|
|
2023
Q1 | $3.5M | Buy |
108,016
+95,456
| +760% | +$3.1M | 0.01% | 556 |
|
|
2022
Q4 | $359K | Hold |
12,560
| – | – | ﹤0.01% | 811 |
|
|
2022
Q3 | $400K | Buy |
12,560
+3,253
| +35% | +$104K | ﹤0.01% | 801 |
|
|
2022
Q2 | $342K | Buy |
9,307
+8,499
| +1,052% | +$312K | ﹤0.01% | 835 |
|
|
2022
Q1 | $80K | Sell |
808
-2,340
| -74% | -$232K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $450K | Sell |
3,148
-3,343
| -52% | -$478K | ﹤0.01% | 898 |
|
|
2021
Q3 | $819K | Sell |
6,491
-6,491
| -50% | -$819K | ﹤0.01% | 783 |
|
|
2021
Q2 | $1.43M | Buy |
+12,982
| New | +$1.43M | ﹤0.01% | 809 |
|