Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
4,372
-158
| -3% | -$22.5K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $693K | Sell |
4,530
-1,908
| -30% | -$292K | ﹤0.01% | 1944 |
|
|
2024
Q4 | $963K | Buy |
6,438
+233
| +4% | +$34.8K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $1.02M | Buy |
6,205
+226
| +4% | +$37K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $829K | Buy |
5,979
+128
| +2% | +$17.7K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $808K | Sell |
5,851
-268
| -4% | -$37K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $641K | Buy |
6,119
+155
| +3% | +$16.2K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $564K | Buy |
5,964
+109
| +2% | +$10.3K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $588K | Sell |
5,855
-91
| -2% | -$9.14K | ﹤0.01% | 1634 |
|
|
2023
Q1 | $482K | Sell |
5,946
-1,331
| -18% | -$108K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $543K | Buy |
7,277
+343
| +5% | +$25.6K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $574K | Buy |
+6,934
| New | +$574K | ﹤0.01% | 1339 |
|