Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
26,681
-5,548
| -17% | -$134K | ﹤0.01% | 977 |
|
|
2025
Q1 | $631K | Sell |
32,229
-2,892
| -8% | -$56.6K | ﹤0.01% | 979 |
|
|
2024
Q4 | $789K | Buy |
35,121
+6,540
| +23% | +$147K | ﹤0.01% | 984 |
|
|
2024
Q3 | $646K | Buy |
28,581
+16,676
| +140% | +$377K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $194K | Sell |
11,905
-10,929
| -48% | -$178K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $610K | Buy |
22,834
+9,630
| +73% | +$257K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $540K | Sell |
13,204
-1,002
| -7% | -$41K | ﹤0.01% | 1098 |
|
|
2023
Q3 | $446K | Sell |
14,206
-97
| -0.7% | -$3.05K | ﹤0.01% | 1133 |
|
|
2023
Q2 | $621K | Buy |
14,303
+2,561
| +22% | +$111K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $380K | Buy |
11,742
+269
| +2% | +$8.71K | ﹤0.01% | 1210 |
|
|
2022
Q4 | $328K | Buy |
11,473
+2,527
| +28% | +$72.2K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $283K | Buy |
8,946
+267
| +3% | +$8.45K | ﹤0.01% | 1293 |
|
|
2022
Q2 | $303K | Sell |
8,679
-87
| -1% | -$3.04K | ﹤0.01% | 1182 |
|
|
2022
Q1 | $870K | Buy |
8,766
+27
| +0.3% | +$2.68K | ﹤0.01% | 795 |
|
|
2021
Q4 | $1.25M | Buy |
8,739
+1,544
| +21% | +$221K | 0.01% | 709 |
|
|
2021
Q3 | $909K | Buy |
7,195
+32
| +0.4% | +$4.04K | ﹤0.01% | 784 |
|
|
2021
Q2 | $787K | Buy |
7,163
+2,497
| +54% | +$274K | ﹤0.01% | 843 |
|
|
2021
Q1 | $469K | Buy |
4,666
+3,115
| +201% | +$313K | ﹤0.01% | 1033 |
|
|
2020
Q4 | $238K | Buy |
+1,551
| New | +$238K | ﹤0.01% | 1436 |
|