Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
57,983
-888
| -2% | -$20K | ﹤0.01% | 1624 |
|
|
2025
Q1 | $1.23M | Sell |
58,871
-8,809
| -13% | -$184K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $1.44M | Sell |
67,680
-17,490
| -21% | -$372K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $1.99M | Buy |
85,170
+13,795
| +19% | +$322K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $1.59M | Buy |
71,375
+12,435
| +21% | +$277K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $1.3M | Buy |
58,940
+19,900
| +51% | +$439K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $729K | Buy |
39,040
+435
| +1% | +$8.13K | ﹤0.01% | 1662 |
|
|
2023
Q3 | $725K | Buy |
38,605
+1,125
| +3% | +$21.1K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $684K | Buy |
37,480
+4,155
| +12% | +$75.8K | ﹤0.01% | 1537 |
|
|
2023
Q1 | $547K | Buy |
33,325
+905
| +3% | +$14.9K | ﹤0.01% | 1634 |
|
|
2022
Q4 | $522K | Buy |
32,420
+740
| +2% | +$11.9K | ﹤0.01% | 1624 |
|
|
2022
Q3 | $448K | Buy |
+31,680
| New | +$448K | ﹤0.01% | 1480 |
|