Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
78,939
+15,963
| +25% | +$256K | ﹤0.01% | 1638 |
|
|
2025
Q1 | $903K | Buy |
62,976
+13,687
| +28% | +$196K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $668K | Sell |
49,289
-18,978
| -28% | -$257K | ﹤0.01% | 1946 |
|
|
2024
Q3 | $1.15M | Buy |
68,267
+894
| +1% | +$15K | ﹤0.01% | 1504 |
|
|
2024
Q2 | $1.02M | Sell |
67,373
-9,162
| -12% | -$139K | ﹤0.01% | 1490 |
|
|
2024
Q1 | $1.23M | Sell |
76,535
-12,563
| -14% | -$201K | ﹤0.01% | 1377 |
|
|
2023
Q4 | $1.59M | Buy |
89,098
+31,540
| +55% | +$561K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $941K | Sell |
57,558
-18,232
| -24% | -$298K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $1.47M | Buy |
75,790
+1,852
| +3% | +$36K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $1.47M | Buy |
73,938
+11,677
| +19% | +$232K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $1.2M | Sell |
62,261
-7,494
| -11% | -$145K | ﹤0.01% | 1147 |
|
|
2022
Q3 | $1.39M | Buy |
69,755
+15,571
| +29% | +$309K | 0.01% | 917 |
|
|
2022
Q2 | $1.21M | Sell |
54,184
-19,462
| -26% | -$434K | 0.01% | 849 |
|
|
2022
Q1 | $1.93M | Buy |
73,646
+4,917
| +7% | +$129K | 0.01% | 732 |
|
|
2021
Q4 | $1.62M | Buy |
+68,729
| New | +$1.62M | 0.01% | 703 |
|