Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
3,562
-402
| -10% | -$34.9K | ﹤0.01% | 2708 |
|
|
2025
Q1 | $306K | Buy |
3,964
+70
| +2% | +$5.4K | ﹤0.01% | 2609 |
|
|
2024
Q4 | $377K | Buy |
3,894
+48
| +1% | +$4.64K | ﹤0.01% | 2420 |
|
|
2024
Q3 | $364K | Buy |
3,846
+6
| +0.2% | +$568 | ﹤0.01% | 2407 |
|
|
2024
Q2 | $320K | Sell |
3,840
-28
| -0.7% | -$2.33K | ﹤0.01% | 2398 |
|
|
2024
Q1 | $332K | Buy |
3,868
+85
| +2% | +$7.3K | ﹤0.01% | 2352 |
|
|
2023
Q4 | $313K | Sell |
3,783
-3,307
| -47% | -$273K | ﹤0.01% | 2304 |
|
|
2023
Q3 | $510K | Buy |
7,090
+176
| +3% | +$12.7K | ﹤0.01% | 1768 |
|
|
2023
Q2 | $524K | Buy |
6,914
+429
| +7% | +$32.5K | ﹤0.01% | 1706 |
|
|
2023
Q1 | $409K | Sell |
6,485
-113
| -2% | -$7.13K | ﹤0.01% | 1816 |
|
|
2022
Q4 | $359K | Sell |
6,598
-33
| -0.5% | -$1.8K | ﹤0.01% | 1887 |
|
|
2022
Q3 | $379K | Buy |
+6,631
| New | +$379K | ﹤0.01% | 1601 |
|