Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
5,892
+1,640
| +39% | +$277K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $656K | Sell |
4,252
-1,290
| -23% | -$199K | ﹤0.01% | 1979 |
|
|
2024
Q4 | $941K | Buy |
5,542
+528
| +11% | +$89.7K | ﹤0.01% | 1704 |
|
|
2024
Q3 | $870K | Buy |
5,014
+281
| +6% | +$48.8K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $813K | Sell |
4,733
-63
| -1% | -$10.8K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $1.25M | Buy |
4,796
+723
| +18% | +$188K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $813K | Buy |
4,073
+45
| +1% | +$8.98K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $685K | Sell |
4,028
-608
| -13% | -$103K | ﹤0.01% | 1561 |
|
|
2023
Q2 | $957K | Sell |
4,636
-1,384
| -23% | -$286K | ﹤0.01% | 1340 |
|
|
2023
Q1 | $1.38M | Buy |
6,020
+1,534
| +34% | +$351K | ﹤0.01% | 1129 |
|
|
2022
Q4 | $863K | Buy |
4,486
+569
| +15% | +$109K | ﹤0.01% | 1319 |
|
|
2022
Q3 | $737K | Buy |
+3,917
| New | +$737K | ﹤0.01% | 1208 |
|