Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
9,490
-6,166
| -39% | -$189K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $529K | Sell |
15,656
-374
| -2% | -$12.6K | ﹤0.01% | 2162 |
|
|
2024
Q4 | $547K | Buy |
16,030
+179
| +1% | +$6.11K | ﹤0.01% | 2127 |
|
|
2024
Q3 | $526K | Sell |
15,851
-716
| -4% | -$23.8K | ﹤0.01% | 2093 |
|
|
2024
Q2 | $449K | Sell |
16,567
-2,291
| -12% | -$62.1K | ﹤0.01% | 2123 |
|
|
2024
Q1 | $557K | Buy |
18,858
+599
| +3% | +$17.7K | ﹤0.01% | 1944 |
|
|
2023
Q4 | $506K | Sell |
18,259
-392
| -2% | -$10.9K | ﹤0.01% | 1926 |
|
|
2023
Q3 | $422K | Sell |
18,651
-1,189
| -6% | -$26.9K | ﹤0.01% | 1889 |
|
|
2023
Q2 | $438K | Buy |
19,840
+5,524
| +39% | +$122K | ﹤0.01% | 1838 |
|
|
2023
Q1 | $280K | Sell |
14,316
-665
| -4% | -$13K | ﹤0.01% | 2126 |
|
|
2022
Q4 | $269K | Buy |
+14,981
| New | +$269K | ﹤0.01% | 2118 |
|