Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
2,550
-817
| -24% | -$119K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $589K | Sell |
3,367
-1
| -0% | -$175 | ﹤0.01% | 2072 |
|
|
2024
Q4 | $706K | Sell |
3,368
-1,669
| -33% | -$350K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $1.45M | Sell |
5,037
-365
| -7% | -$105K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $1.69M | Buy |
5,402
+350
| +7% | +$110K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $1.7M | Buy |
5,052
+274
| +6% | +$92K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $1.35M | Buy |
4,778
+300
| +7% | +$84.9K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $1.1M | Buy |
4,478
+153
| +4% | +$37.7K | ﹤0.01% | 1263 |
|
|
2023
Q2 | $1.08M | Sell |
4,325
-57
| -1% | -$14.2K | ﹤0.01% | 1256 |
|
|
2023
Q1 | $936K | Buy |
4,382
+480
| +12% | +$103K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $758K | Buy |
3,902
+761
| +24% | +$148K | ﹤0.01% | 1379 |
|
|
2022
Q3 | $577K | Buy |
+3,141
| New | +$577K | ﹤0.01% | 1334 |
|