Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
+34,041
| New | +$1.88M | ﹤0.01% | 1374 |
|
|
2024
Q4 | – | Sell |
-3,861
| Closed | -$324K | – | 3396 |
|
|
2024
Q3 | $324K | Buy |
3,861
+129
| +3% | +$10.8K | ﹤0.01% | 2512 |
|
|
2024
Q2 | $272K | Sell |
3,732
-597
| -14% | -$43.4K | ﹤0.01% | 2529 |
|
|
2024
Q1 | $418K | Buy |
4,329
+535
| +14% | +$51.6K | ﹤0.01% | 2175 |
|
|
2023
Q4 | $367K | Buy |
3,794
+35
| +0.9% | +$3.39K | ﹤0.01% | 2170 |
|
|
2023
Q3 | $297K | Buy |
3,759
+703
| +23% | +$55.5K | ﹤0.01% | 2157 |
|
|
2023
Q2 | $264K | Sell |
3,056
-6
| -0.2% | -$519 | ﹤0.01% | 2229 |
|
|
2023
Q1 | $251K | Sell |
3,062
-115
| -4% | -$9.43K | ﹤0.01% | 2213 |
|
|
2022
Q4 | $229K | Buy |
+3,177
| New | +$229K | ﹤0.01% | 2244 |
|