Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
81,109
+50,175
| +162% | +$347K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $182K | Sell |
30,934
-406
| -1% | -$2.39K | ﹤0.01% | 3038 |
|
|
2024
Q4 | $214K | Buy |
31,340
+5,801
| +23% | +$39.6K | ﹤0.01% | 2946 |
|
|
2024
Q3 | $161K | Sell |
25,539
-27,234
| -52% | -$171K | ﹤0.01% | 2988 |
|
|
2024
Q2 | $329K | Buy |
52,773
+18,990
| +56% | +$118K | ﹤0.01% | 2376 |
|
|
2024
Q1 | $203K | Sell |
33,783
-127
| -0.4% | -$762 | ﹤0.01% | 2758 |
|
|
2023
Q4 | $260K | Sell |
33,910
-5,398
| -14% | -$41.3K | ﹤0.01% | 2467 |
|
|
2023
Q3 | $213K | Buy |
+39,308
| New | +$213K | ﹤0.01% | 2447 |
|