Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,918
-216
| -10% | -$28K | ﹤0.01% | 366 |
|
|
2025
Q1 | $257K | Hold |
2,134
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $249K | Sell |
2,134
-8,439
| -80% | -$985K | ﹤0.01% | 361 |
|
|
2024
Q3 | $1.59M | Sell |
10,573
-2,128
| -17% | -$320K | 0.02% | 263 |
|
|
2024
Q2 | $2.01M | Buy |
12,701
+6,027
| +90% | +$953K | 0.08% | 161 |
|
|
2024
Q1 | $1.32M | Sell |
6,674
-3,352
| -33% | -$663K | 0.05% | 203 |
|
|
2023
Q4 | $1.74M | Sell |
10,026
-15,146
| -60% | -$2.64M | 0.04% | 277 |
|
|
2023
Q3 | $3.94M | Buy |
25,172
+9,409
| +60% | +$1.47M | 0.09% | 211 |
|
|
2023
Q2 | $2.58M | Sell |
15,763
-2,082
| -12% | -$341K | 0.06% | 228 |
|
|
2023
Q1 | $2.76M | Sell |
17,845
-1,418
| -7% | -$219K | 0.07% | 236 |
|
|
2022
Q4 | $2.54M | Buy |
+19,263
| New | +$2.54M | 0.07% | 245 |
|