Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Buy |
12,579
+1,451
| +13% | +$8.2K | ﹤0.01% | 3293 |
|
|
2025
Q1 | $60.6K | Buy |
11,128
+742
| +7% | +$4.04K | ﹤0.01% | 3274 |
|
|
2024
Q4 | $72.4K | Buy |
10,386
+35
| +0.3% | +$244 | ﹤0.01% | 3241 |
|
|
2024
Q3 | $47K | Sell |
10,351
-446
| -4% | -$2.03K | ﹤0.01% | 3201 |
|
|
2024
Q2 | $58.8K | Buy |
10,797
+173
| +2% | +$943 | ﹤0.01% | 3027 |
|
|
2024
Q1 | $56.4K | Sell |
10,624
-331
| -3% | -$1.76K | ﹤0.01% | 3013 |
|
|
2023
Q4 | $59.4K | Sell |
10,955
-361
| -3% | -$1.96K | ﹤0.01% | 2925 |
|
|
2023
Q3 | $56.9K | Buy |
11,316
+361
| +3% | +$1.82K | ﹤0.01% | 2755 |
|
|
2023
Q2 | $41.2K | Sell |
10,955
-32
| -0.3% | -$120 | ﹤0.01% | 2733 |
|
|
2023
Q1 | $47K | Sell |
10,987
-741
| -6% | -$3.17K | ﹤0.01% | 2665 |
|
|
2022
Q4 | $48K | Buy |
11,728
+458
| +4% | +$1.87K | ﹤0.01% | 2614 |
|
|
2022
Q3 | $29K | Buy |
+11,270
| New | +$29K | ﹤0.01% | 2362 |
|