Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
16,984
+4,228
| +33% | +$92.9K | ﹤0.01% | 2543 |
|
|
2025
Q1 | $228K | Buy |
12,756
+1,030
| +9% | +$18.4K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $168K | Sell |
11,726
-1,780
| -13% | -$25.5K | ﹤0.01% | 3063 |
|
|
2024
Q3 | $223K | Buy |
13,506
+3,398
| +34% | +$56.2K | ﹤0.01% | 2840 |
|
|
2024
Q2 | $136K | Sell |
10,108
-29
| -0.3% | -$390 | ﹤0.01% | 2889 |
|
|
2024
Q1 | $171K | Sell |
10,137
-404
| -4% | -$6.8K | ﹤0.01% | 2811 |
|
|
2023
Q4 | $161K | Sell |
10,541
-55
| -0.5% | -$838 | ﹤0.01% | 2748 |
|
|
2023
Q3 | $128K | Sell |
10,596
-317
| -3% | -$3.84K | ﹤0.01% | 2639 |
|
|
2023
Q2 | $129K | Sell |
10,913
-20
| -0.2% | -$237 | ﹤0.01% | 2582 |
|
|
2023
Q1 | $109K | Sell |
10,933
-141
| -1% | -$1.41K | ﹤0.01% | 2565 |
|
|
2022
Q4 | $118K | Sell |
11,074
-3,002
| -21% | -$32K | ﹤0.01% | 2486 |
|
|
2022
Q3 | $128K | Buy |
+14,076
| New | +$128K | ﹤0.01% | 2152 |
|