Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
36,300
+12,134
| +50% | +$347K | ﹤0.01% | 1758 |
|
|
2025
Q1 | $645K | Sell |
24,166
-6,930
| -22% | -$185K | ﹤0.01% | 1998 |
|
|
2024
Q4 | $934K | Sell |
31,096
-6,524
| -17% | -$196K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $957K | Sell |
37,620
-2,605
| -6% | -$66.2K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $904K | Sell |
40,225
-7,015
| -15% | -$158K | ﹤0.01% | 1584 |
|
|
2024
Q1 | $1.15M | Buy |
47,240
+7,830
| +20% | +$190K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $1.16M | Sell |
39,410
-1,274
| -3% | -$37.6K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $1.11M | Sell |
40,684
-1,545
| -4% | -$42.1K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $1.13M | Sell |
42,229
-238
| -0.6% | -$6.35K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $918K | Buy |
42,467
+8,762
| +26% | +$189K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $754K | Buy |
33,705
+12,119
| +56% | +$271K | ﹤0.01% | 1382 |
|
|
2022
Q3 | $447K | Buy |
21,586
+3,881
| +22% | +$80.4K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $372K | Buy |
17,705
+1,273
| +8% | +$26.7K | ﹤0.01% | 1224 |
|
|
2022
Q1 | $382K | Buy |
+16,432
| New | +$382K | ﹤0.01% | 1218 |
|