Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
3,743
-1,555
| -29% | -$510K | ﹤0.01% | 1658 |
|
|
2025
Q1 | $1.42M | Buy |
5,298
+546
| +11% | +$146K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $1.13M | Buy |
4,752
+160
| +3% | +$38K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $1.2M | Sell |
4,592
-13
| -0.3% | -$3.4K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $1.03M | Buy |
4,605
+29
| +0.6% | +$6.49K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $874K | Sell |
4,576
-59
| -1% | -$11.3K | ﹤0.01% | 1603 |
|
|
2023
Q4 | $829K | Buy |
4,635
+280
| +6% | +$50.1K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $705K | Sell |
4,355
-30
| -0.7% | -$4.86K | ﹤0.01% | 1542 |
|
|
2023
Q2 | $776K | Sell |
4,385
-237
| -5% | -$41.9K | ﹤0.01% | 1454 |
|
|
2023
Q1 | $790K | Buy |
4,622
+445
| +11% | +$76.1K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $642K | Buy |
4,177
+1,156
| +38% | +$178K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $435K | Buy |
+3,021
| New | +$435K | ﹤0.01% | 1498 |
|
|
2019
Q3 | – | Sell |
-3,225
| Closed | -$432K | – | 833 |
|
|
2019
Q2 | $432K | Buy |
+3,225
| New | +$432K | 0.01% | 769 |
|