Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
6,914
+1,095
| +19% | +$51.1K | ﹤0.01% | 2667 |
|
|
2025
Q1 | $220K | Buy |
5,819
+824
| +16% | +$31.1K | ﹤0.01% | 2928 |
|
|
2024
Q4 | $231K | Sell |
4,995
-1,117
| -18% | -$51.6K | ﹤0.01% | 2878 |
|
|
2024
Q3 | $323K | Sell |
6,112
-133
| -2% | -$7.04K | ﹤0.01% | 2513 |
|
|
2024
Q2 | $342K | Sell |
6,245
-2
| -0% | -$110 | ﹤0.01% | 2348 |
|
|
2024
Q1 | $402K | Buy |
6,247
+758
| +14% | +$48.8K | ﹤0.01% | 2207 |
|
|
2023
Q4 | $315K | Sell |
5,489
-1,253
| -19% | -$72K | ﹤0.01% | 2290 |
|
|
2023
Q3 | $388K | Buy |
6,742
+1,772
| +36% | +$102K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $297K | Buy |
4,970
+789
| +19% | +$47.2K | ﹤0.01% | 2127 |
|
|
2023
Q1 | $202K | Buy |
+4,181
| New | +$202K | ﹤0.01% | 2411 |
|