Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
124,749
+32,614
| +35% | +$223K | ﹤0.01% | 1923 |
|
|
2025
Q1 | $363K | Buy |
92,135
+57,154
| +163% | +$225K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $128K | Buy |
34,981
+3,869
| +12% | +$14.2K | ﹤0.01% | 3125 |
|
|
2024
Q3 | $103K | Sell |
31,112
-82,796
| -73% | -$273K | ﹤0.01% | 3087 |
|
|
2024
Q2 | $402K | Buy |
113,908
+99,218
| +675% | +$350K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $115K | Buy |
+14,690
| New | +$115K | ﹤0.01% | 2903 |
|
|
2023
Q4 | – | Sell |
-12,144
| Closed | -$149K | – | 3112 |
|
|
2023
Q3 | $149K | Sell |
12,144
-207
| -2% | -$2.54K | ﹤0.01% | 2603 |
|
|
2023
Q2 | $227K | Sell |
12,351
-79
| -0.6% | -$1.45K | ﹤0.01% | 2356 |
|
|
2023
Q1 | $202K | Buy |
12,430
+492
| +4% | +$8K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $184K | Sell |
11,938
-1,696
| -12% | -$26.1K | ﹤0.01% | 2377 |
|
|
2022
Q3 | $222K | Buy |
+13,634
| New | +$222K | ﹤0.01% | 1988 |
|