Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
67,846
-9,721
| -13% | -$202K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $1.37M | Sell |
77,567
-6,901
| -8% | -$122K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.31M | Buy |
84,468
+5,809
| +7% | +$90.2K | ﹤0.01% | 1458 |
|
|
2024
Q3 | $1.21M | Sell |
78,659
-208
| -0.3% | -$3.2K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $1.08M | Sell |
78,867
-9,667
| -11% | -$132K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $1.24M | Buy |
88,534
+3,007
| +4% | +$42.2K | ﹤0.01% | 1364 |
|
|
2023
Q4 | $1.15M | Buy |
85,527
+28,542
| +50% | +$384K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $731K | Buy |
56,985
+29,744
| +109% | +$381K | ﹤0.01% | 1521 |
|
|
2023
Q2 | $308K | Buy |
27,241
+12,082
| +80% | +$137K | ﹤0.01% | 2098 |
|
|
2023
Q1 | $172K | Buy |
15,159
+4,031
| +36% | +$45.7K | ﹤0.01% | 2452 |
|
|
2022
Q4 | $150K | Buy |
+11,128
| New | +$150K | ﹤0.01% | 2426 |
|