Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
3,836
+201
| +6% | +$32K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $523K | Buy |
3,635
+530
| +17% | +$76.2K | ﹤0.01% | 2174 |
|
|
2024
Q4 | $487K | Sell |
3,105
-56
| -2% | -$8.79K | ﹤0.01% | 2214 |
|
|
2024
Q3 | $461K | Buy |
3,161
+257
| +9% | +$37.5K | ﹤0.01% | 2198 |
|
|
2024
Q2 | $360K | Buy |
2,904
+168
| +6% | +$20.8K | ﹤0.01% | 2312 |
|
|
2024
Q1 | $329K | Buy |
2,736
+18
| +0.7% | +$2.16K | ﹤0.01% | 2360 |
|
|
2023
Q4 | $313K | Buy |
2,718
+347
| +15% | +$39.9K | ﹤0.01% | 2303 |
|
|
2023
Q3 | $254K | Buy |
+2,371
| New | +$254K | ﹤0.01% | 2299 |
|
|
2023
Q2 | – | Sell |
-2,322
| Closed | -$206K | – | 2914 |
|
|
2023
Q1 | $206K | Buy |
+2,322
| New | +$206K | ﹤0.01% | 2395 |
|