Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
21,774
-766
| -3% | -$15.4K | ﹤0.01% | 2440 |
|
|
2025
Q1 | $546K | Buy |
22,540
+4,376
| +24% | +$106K | ﹤0.01% | 2141 |
|
|
2024
Q4 | $614K | Sell |
18,164
-517
| -3% | -$17.5K | ﹤0.01% | 2015 |
|
|
2024
Q3 | $896K | Sell |
18,681
-3,346
| -15% | -$161K | ﹤0.01% | 1697 |
|
|
2024
Q2 | $1.04M | Buy |
22,027
+85
| +0.4% | +$4.01K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $1.29M | Buy |
21,942
+1,327
| +6% | +$78K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $1.11M | Buy |
20,615
+3,790
| +23% | +$204K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $841K | Buy |
16,825
+2,502
| +17% | +$125K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $736K | Sell |
14,323
-1,671
| -10% | -$85.9K | ﹤0.01% | 1482 |
|
|
2023
Q1 | $887K | Buy |
15,994
+8,438
| +112% | +$468K | ﹤0.01% | 1336 |
|
|
2022
Q4 | $400K | Sell |
7,556
-343
| -4% | -$18.2K | ﹤0.01% | 1809 |
|
|
2022
Q3 | $339K | Buy |
+7,899
| New | +$339K | ﹤0.01% | 1688 |
|