Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
184,852
+8,964
| +5% | +$45.1K | ﹤0.01% | 1846 |
|
|
2025
Q1 | $797K | Sell |
175,888
-42,621
| -20% | -$193K | ﹤0.01% | 1848 |
|
|
2024
Q4 | $1.03M | Buy |
218,509
+68,836
| +46% | +$325K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $570K | Sell |
149,673
-1,702
| -1% | -$6.48K | ﹤0.01% | 2021 |
|
|
2024
Q2 | $537K | Sell |
151,375
-3,164
| -2% | -$11.2K | ﹤0.01% | 1994 |
|
|
2024
Q1 | $485K | Buy |
154,539
+21,065
| +16% | +$66.1K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $450K | Sell |
133,474
-21,494
| -14% | -$72.4K | ﹤0.01% | 2014 |
|
|
2023
Q3 | $549K | Sell |
154,968
-13,545
| -8% | -$47.9K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $578K | Buy |
168,513
+72,651
| +76% | +$249K | ﹤0.01% | 1641 |
|
|
2023
Q1 | $288K | Sell |
95,862
-12,159
| -11% | -$36.5K | ﹤0.01% | 2102 |
|
|
2022
Q4 | $347K | Buy |
108,021
+34,415
| +47% | +$111K | ﹤0.01% | 1905 |
|
|
2022
Q3 | $194K | Buy |
+73,606
| New | +$194K | ﹤0.01% | 2068 |
|