Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
77,937
+20,448
| +36% | +$217K | ﹤0.01% | 1948 |
|
|
2025
Q1 | $436K | Sell |
57,489
-19,728
| -26% | -$150K | ﹤0.01% | 2314 |
|
|
2024
Q4 | $625K | Buy |
77,217
+21,530
| +39% | +$174K | ﹤0.01% | 2002 |
|
|
2024
Q3 | $513K | Sell |
55,687
-3,129
| -5% | -$28.8K | ﹤0.01% | 2108 |
|
|
2024
Q2 | $532K | Buy |
58,816
+1,258
| +2% | +$11.4K | ﹤0.01% | 1999 |
|
|
2024
Q1 | $403K | Buy |
57,558
+16,643
| +41% | +$117K | ﹤0.01% | 2205 |
|
|
2023
Q4 | $226K | Sell |
40,915
-9,004
| -18% | -$49.7K | ﹤0.01% | 2592 |
|
|
2023
Q3 | $243K | Sell |
49,919
-391
| -0.8% | -$1.9K | ﹤0.01% | 2343 |
|
|
2023
Q2 | $241K | Buy |
50,310
+26,313
| +110% | +$126K | ﹤0.01% | 2300 |
|
|
2023
Q1 | $126K | Buy |
23,997
+5,471
| +30% | +$28.7K | ﹤0.01% | 2529 |
|
|
2022
Q4 | $94K | Buy |
18,526
+818
| +5% | +$4.15K | ﹤0.01% | 2530 |
|
|
2022
Q3 | $71K | Buy |
+17,708
| New | +$71K | ﹤0.01% | 2267 |
|