Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Sell |
12,217
-23,960
| -66% | -$42.4K | ﹤0.01% | 3415 |
|
|
2025
Q1 | $81.8K | Buy |
36,177
+3,911
| +12% | +$8.84K | ﹤0.01% | 3223 |
|
|
2024
Q4 | $64.9K | Sell |
32,266
-14,671
| -31% | -$29.5K | ﹤0.01% | 3257 |
|
|
2024
Q3 | $134K | Buy |
46,937
+18,698
| +66% | +$53.5K | ﹤0.01% | 3034 |
|
|
2024
Q2 | $104K | Buy |
28,239
+5,609
| +25% | +$20.6K | ﹤0.01% | 2952 |
|
|
2024
Q1 | $95.7K | Buy |
22,630
+11,353
| +101% | +$48K | ﹤0.01% | 2940 |
|
|
2023
Q4 | $55K | Buy |
11,277
+40
| +0.4% | +$195 | ﹤0.01% | 2930 |
|
|
2023
Q3 | $53.3K | Buy |
+11,237
| New | +$53.3K | ﹤0.01% | 2766 |
|
|
2023
Q2 | – | Sell |
-10,090
| Closed | -$73K | – | 2876 |
|
|
2023
Q1 | $73K | Sell |
10,090
-5,361
| -35% | -$38.8K | ﹤0.01% | 2626 |
|
|
2022
Q4 | $82K | Buy |
15,451
+4,333
| +39% | +$23K | ﹤0.01% | 2553 |
|
|
2022
Q3 | $30K | Buy |
+11,118
| New | +$30K | ﹤0.01% | 2358 |
|