Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,058
| Closed | -$14.4K | – | 3679 |
|
|
2025
Q1 | $14.4K | Buy |
2,058
+1,348
| +190% | +$9.45K | ﹤0.01% | 3398 |
|
|
2024
Q4 | $8.56K | Buy |
+710
| New | +$8.56K | ﹤0.01% | 3369 |
|
|
2024
Q3 | – | Sell |
-532
| Closed | -$11.8K | – | 3388 |
|
|
2024
Q2 | $11.8K | Sell |
532
-1
| -0.2% | -$22 | ﹤0.01% | 3128 |
|
|
2024
Q1 | $23.4K | Sell |
533
-451
| -46% | -$19.8K | ﹤0.01% | 3088 |
|
|
2023
Q4 | $76.4K | Buy |
984
+151
| +18% | +$11.7K | ﹤0.01% | 2896 |
|
|
2023
Q3 | $70.6K | Buy |
833
+210
| +34% | +$17.8K | ﹤0.01% | 2730 |
|
|
2023
Q2 | $71.3K | Sell |
623
-406
| -39% | -$46.5K | ﹤0.01% | 2679 |
|
|
2023
Q1 | $117K | Buy |
1,029
+408
| +66% | +$46.4K | ﹤0.01% | 2548 |
|
|
2022
Q4 | $111K | Buy |
+621
| New | +$111K | ﹤0.01% | 2500 |
|
|
2022
Q2 | – | Sell |
-967
| Closed | -$213K | – | 1446 |
|
|
2022
Q1 | $213K | Buy |
967
+326
| +51% | +$71.8K | ﹤0.01% | 1362 |
|
|
2021
Q4 | $243K | Buy |
+641
| New | +$243K | ﹤0.01% | 1134 |
|