Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
35,878
+12,722
| +55% | +$224K | ﹤0.01% | 2155 |
|
|
2025
Q1 | $352K | Buy |
23,156
+5,452
| +31% | +$82.9K | ﹤0.01% | 2486 |
|
|
2024
Q4 | $353K | Buy |
17,704
+2,980
| +20% | +$59.4K | ﹤0.01% | 2480 |
|
|
2024
Q3 | $265K | Sell |
14,724
-226
| -2% | -$4.08K | ﹤0.01% | 2681 |
|
|
2024
Q2 | $258K | Buy |
14,950
+3,152
| +27% | +$54.3K | ﹤0.01% | 2572 |
|
|
2024
Q1 | $190K | Sell |
11,798
-418
| -3% | -$6.73K | ﹤0.01% | 2793 |
|
|
2023
Q4 | $219K | Buy |
12,216
+1,685
| +16% | +$30.2K | ﹤0.01% | 2620 |
|
|
2023
Q3 | $156K | Sell |
10,531
-1,253
| -11% | -$18.6K | ﹤0.01% | 2589 |
|
|
2023
Q2 | $213K | Buy |
11,784
+930
| +9% | +$16.8K | ﹤0.01% | 2413 |
|
|
2023
Q1 | $184K | Buy |
+10,854
| New | +$184K | ﹤0.01% | 2440 |
|