Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
84,508
-7,896
| -9% | -$508K | 0.01% | 832 |
|
|
2025
Q1 | $6.43M | Buy |
92,404
+1
| +0% | +$70 | 0.01% | 719 |
|
|
2024
Q4 | $6.71M | Buy |
92,403
+8,146
| +10% | +$591K | 0.01% | 687 |
|
|
2024
Q3 | $7.07M | Buy |
84,257
+10,236
| +14% | +$859K | 0.01% | 658 |
|
|
2024
Q2 | $4.93M | Buy |
74,021
+609
| +0.8% | +$40.6K | 0.01% | 731 |
|
|
2024
Q1 | $5.79M | Buy |
73,412
+1,984
| +3% | +$156K | 0.01% | 670 |
|
|
2023
Q4 | $4.78M | Buy |
71,428
+3,633
| +5% | +$243K | 0.01% | 694 |
|
|
2023
Q3 | $3.62M | Buy |
67,795
+262
| +0.4% | +$14K | 0.01% | 754 |
|
|
2023
Q2 | $3.88M | Buy |
67,533
+2,716
| +4% | +$156K | 0.01% | 731 |
|
|
2023
Q1 | $3.22M | Sell |
64,817
-306
| -0.5% | -$15.2K | 0.01% | 772 |
|
|
2022
Q4 | $3.04M | Buy |
65,123
+13,042
| +25% | +$609K | 0.01% | 760 |
|
|
2022
Q3 | $2.43M | Sell |
52,081
-68
| -0.1% | -$3.18K | 0.01% | 697 |
|
|
2022
Q2 | $2.64M | Buy |
52,149
+1,559
| +3% | +$78.9K | 0.01% | 635 |
|
|
2022
Q1 | $2.58M | Buy |
50,590
+7,864
| +18% | +$401K | 0.01% | 660 |
|
|
2021
Q4 | $3M | Buy |
42,726
+32,070
| +301% | +$2.25M | 0.01% | 554 |
|
|
2021
Q3 | $592K | Buy |
+10,656
| New | +$592K | ﹤0.01% | 815 |
|