Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
10,691
-3,596
| -25% | -$310K | ﹤0.01% | 1850 |
|
|
2025
Q1 | $743K | Sell |
14,287
-5,142
| -26% | -$268K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $1.07M | Sell |
19,429
-110
| -0.6% | -$6.05K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $1.31M | Sell |
19,539
-8
| -0% | -$535 | ﹤0.01% | 1427 |
|
|
2024
Q2 | $1.08M | Buy |
19,547
+689
| +4% | +$38.2K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $965K | Buy |
18,858
+3,910
| +26% | +$200K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $680K | Sell |
14,948
-1,698
| -10% | -$77.2K | ﹤0.01% | 1720 |
|
|
2023
Q3 | $685K | Buy |
16,646
+541
| +3% | +$22.3K | ﹤0.01% | 1560 |
|
|
2023
Q2 | $712K | Buy |
16,105
+1,605
| +11% | +$71K | ﹤0.01% | 1509 |
|
|
2023
Q1 | $572K | Buy |
14,500
+504
| +4% | +$19.9K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $418K | Sell |
13,996
-14
| -0.1% | -$418 | ﹤0.01% | 1772 |
|
|
2022
Q3 | $373K | Buy |
+14,010
| New | +$373K | ﹤0.01% | 1617 |
|