Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
4,549
-514
| -10% | -$212K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $1.57M | Buy |
5,063
+718
| +17% | +$223K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $1.44M | Buy |
4,345
+204
| +5% | +$67.7K | ﹤0.01% | 1401 |
|
|
2024
Q3 | $918K | Sell |
4,141
-19
| -0.5% | -$4.21K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $606K | Sell |
4,160
-45
| -1% | -$6.55K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $487K | Sell |
4,205
-64
| -1% | -$7.41K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $596K | Buy |
4,269
+260
| +6% | +$36.3K | ﹤0.01% | 1832 |
|
|
2023
Q3 | $582K | Buy |
4,009
+8
| +0.2% | +$1.16K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $703K | Buy |
4,001
+2,027
| +103% | +$356K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $536K | Sell |
1,974
-140
| -7% | -$38K | ﹤0.01% | 1647 |
|
|
2022
Q4 | $578K | Sell |
2,114
-74
| -3% | -$20.2K | ﹤0.01% | 1562 |
|
|
2022
Q3 | $642K | Buy |
+2,188
| New | +$642K | ﹤0.01% | 1278 |
|