Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
14,088
+127
| +0.9% | +$8.14K | ﹤0.01% | 1870 |
|
|
2025
Q1 | $917K | Buy |
13,961
+1,705
| +14% | +$112K | ﹤0.01% | 1741 |
|
|
2024
Q4 | $794K | Buy |
12,256
+2,697
| +28% | +$175K | ﹤0.01% | 1817 |
|
|
2024
Q3 | $614K | Sell |
9,559
-5,182
| -35% | -$333K | ﹤0.01% | 1970 |
|
|
2024
Q2 | $919K | Buy |
14,741
+2,696
| +22% | +$168K | ﹤0.01% | 1563 |
|
|
2024
Q1 | $718K | Buy |
12,045
+257
| +2% | +$15.3K | ﹤0.01% | 1746 |
|
|
2023
Q4 | $721K | Buy |
11,788
+2,060
| +21% | +$126K | ﹤0.01% | 1677 |
|
|
2023
Q3 | $514K | Buy |
9,728
+408
| +4% | +$21.5K | ﹤0.01% | 1762 |
|
|
2023
Q2 | $540K | Buy |
9,320
+5,625
| +152% | +$326K | ﹤0.01% | 1684 |
|
|
2023
Q1 | $238K | Sell |
3,695
-126
| -3% | -$8.12K | ﹤0.01% | 2254 |
|
|
2022
Q4 | $247K | Buy |
+3,821
| New | +$247K | ﹤0.01% | 2186 |
|