Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
34,461
+8,765
| +34% | +$454K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $1.2M | Buy |
25,696
+3,997
| +18% | +$187K | ﹤0.01% | 1570 |
|
|
2024
Q4 | $1.11M | Buy |
21,699
+142
| +0.7% | +$7.28K | ﹤0.01% | 1568 |
|
|
2024
Q3 | $957K | Buy |
21,557
+5,218
| +32% | +$232K | ﹤0.01% | 1639 |
|
|
2024
Q2 | $656K | Sell |
16,339
-5,610
| -26% | -$225K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $879K | Sell |
21,949
-4,037
| -16% | -$162K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $978K | Buy |
25,986
+13,637
| +110% | +$513K | ﹤0.01% | 1443 |
|
|
2023
Q3 | $343K | Buy |
12,349
+407
| +3% | +$11.3K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $361K | Buy |
11,942
+2,377
| +25% | +$71.9K | ﹤0.01% | 1978 |
|
|
2023
Q1 | $295K | Sell |
9,565
-1,146
| -11% | -$35.3K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $402K | Sell |
10,711
-1,957
| -15% | -$73.4K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $475K | Buy |
12,668
+204
| +2% | +$7.65K | ﹤0.01% | 1457 |
|
|
2022
Q2 | $449K | Buy |
12,464
+1,048
| +9% | +$37.8K | ﹤0.01% | 1166 |
|
|
2022
Q1 | $559K | Buy |
+11,416
| New | +$559K | ﹤0.01% | 1112 |
|