Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
5,458
+477
| +10% | +$42.6K | ﹤0.01% | 2362 |
|
|
2025
Q1 | $429K | Buy |
4,981
+425
| +9% | +$36.6K | ﹤0.01% | 2331 |
|
|
2024
Q4 | $423K | Sell |
4,556
-179
| -4% | -$16.6K | ﹤0.01% | 2324 |
|
|
2024
Q3 | $547K | Buy |
4,735
+1,062
| +29% | +$123K | ﹤0.01% | 2056 |
|
|
2024
Q2 | $376K | Buy |
3,673
+1,027
| +39% | +$105K | ﹤0.01% | 2272 |
|
|
2024
Q1 | $244K | Buy |
2,646
+144
| +6% | +$13.3K | ﹤0.01% | 2605 |
|
|
2023
Q4 | $220K | Sell |
2,502
-291
| -10% | -$25.6K | ﹤0.01% | 2615 |
|
|
2023
Q3 | $203K | Buy |
+2,793
| New | +$203K | ﹤0.01% | 2492 |
|
|
2020
Q2 | – | Sell |
-13,406
| Closed | -$698K | – | 720 |
|
|
2020
Q1 | $698K | Buy |
13,406
+35
| +0.3% | +$1.82K | 0.01% | 533 |
|
|
2019
Q4 | $1.21M | Hold |
13,371
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $1.11M | Buy |
+13,371
| New | +$1.11M | 0.01% | 462 |
|