Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
3,535
-255
| -7% | -$48.8K | ﹤0.01% | 2089 |
|
|
2025
Q1 | $613K | Sell |
3,790
-143
| -4% | -$23.1K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $678K | Sell |
3,933
-73
| -2% | -$12.6K | ﹤0.01% | 1936 |
|
|
2024
Q3 | $650K | Buy |
4,006
+28
| +0.7% | +$4.54K | ﹤0.01% | 1927 |
|
|
2024
Q2 | $579K | Sell |
3,978
-97
| -2% | -$14.1K | ﹤0.01% | 1947 |
|
|
2024
Q1 | $688K | Buy |
4,075
+35
| +0.9% | +$5.91K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $633K | Buy |
4,040
+163
| +4% | +$25.6K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $470K | Buy |
3,877
+54
| +1% | +$6.54K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $510K | Buy |
3,823
+186
| +5% | +$24.8K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $378K | Sell |
3,637
-61
| -2% | -$6.34K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $402K | Sell |
3,698
-548
| -13% | -$59.6K | ﹤0.01% | 1799 |
|
|
2022
Q3 | $361K | Buy |
+4,246
| New | +$361K | ﹤0.01% | 1646 |
|