Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
18,738
+4,301
| +30% | +$46.7K | 0.01% | 490 |
|
|
2025
Q1 | $145K | Sell |
14,437
-618
| -4% | -$6.2K | 0.01% | 456 |
|
|
2024
Q4 | $149K | Buy |
15,055
+932
| +7% | +$9.23K | 0.01% | 424 |
|
|
2024
Q3 | $149K | Sell |
14,123
-22
| -0.2% | -$232 | 0.01% | 430 |
|
|
2024
Q2 | $143K | Sell |
14,145
-4,691
| -25% | -$47.6K | 0.01% | 422 |
|
|
2024
Q1 | $250K | Buy |
18,836
+5,047
| +37% | +$67K | 0.03% | 324 |
|
|
2023
Q4 | $168K | Sell |
13,789
-2,056
| -13% | -$25.1K | 0.02% | 337 |
|
|
2023
Q3 | $197K | Sell |
15,845
-474
| -3% | -$5.89K | 0.03% | 305 |
|
|
2023
Q2 | $247K | Buy |
16,319
+1,777
| +12% | +$26.9K | 0.03% | 274 |
|
|
2023
Q1 | $183K | Sell |
14,542
-762
| -5% | -$9.6K | 0.03% | 296 |
|
|
2022
Q4 | $178K | Buy |
15,304
+5,027
| +49% | +$58.5K | 0.03% | 284 |
|
|
2022
Q3 | $115K | Buy |
+10,277
| New | +$115K | 0.02% | 241 |
|