Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
5,272
+105
| +2% | +$9.01K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $473K | Buy |
5,167
+707
| +16% | +$64.8K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $412K | Buy |
4,460
+147
| +3% | +$13.6K | ﹤0.01% | 2353 |
|
|
2024
Q3 | $440K | Buy |
4,313
+136
| +3% | +$13.9K | ﹤0.01% | 2241 |
|
|
2024
Q2 | $432K | Buy |
4,177
+48
| +1% | +$4.97K | ﹤0.01% | 2160 |
|
|
2024
Q1 | $390K | Sell |
4,129
-90
| -2% | -$8.5K | ﹤0.01% | 2226 |
|
|
2023
Q4 | $426K | Sell |
4,219
-183
| -4% | -$18.5K | ﹤0.01% | 2055 |
|
|
2023
Q3 | $417K | Buy |
4,402
+289
| +7% | +$27.4K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $446K | Buy |
4,113
+114
| +3% | +$12.4K | ﹤0.01% | 1823 |
|
|
2023
Q1 | $347K | Buy |
3,999
+72
| +2% | +$6.25K | ﹤0.01% | 1950 |
|
|
2022
Q4 | $290K | Buy |
+3,927
| New | +$290K | ﹤0.01% | 2058 |
|