Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
35,690
+8,899
| +33% | +$81.2K | ﹤0.01% | 2660 |
|
|
2025
Q1 | $196K | Buy |
26,791
+5,715
| +27% | +$41.8K | ﹤0.01% | 3018 |
|
|
2024
Q4 | $125K | Sell |
21,076
-887
| -4% | -$5.26K | ﹤0.01% | 3133 |
|
|
2024
Q3 | $163K | Buy |
21,963
+3,789
| +21% | +$28.2K | ﹤0.01% | 2983 |
|
|
2024
Q2 | $122K | Sell |
18,174
-2,841
| -14% | -$19K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $162K | Sell |
21,015
-1,119
| -5% | -$8.64K | ﹤0.01% | 2828 |
|
|
2023
Q4 | $188K | Sell |
22,134
-3,205
| -13% | -$27.2K | ﹤0.01% | 2710 |
|
|
2023
Q3 | $178K | Buy |
25,339
+2,603
| +11% | +$18.3K | ﹤0.01% | 2547 |
|
|
2023
Q2 | $157K | Buy |
22,736
+4,267
| +23% | +$29.4K | ﹤0.01% | 2540 |
|
|
2023
Q1 | $99K | Sell |
18,469
-2,270
| -11% | -$12.2K | ﹤0.01% | 2581 |
|
|
2022
Q4 | $119K | Buy |
20,739
+2,630
| +15% | +$15.1K | ﹤0.01% | 2482 |
|
|
2022
Q3 | $86K | Buy |
+18,109
| New | +$86K | ﹤0.01% | 2236 |
|