Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
4,684
+409
| +10% | +$38.2K | ﹤0.01% | 2441 |
|
|
2025
Q1 | $332K | Sell |
4,275
-10
| -0.2% | -$776 | ﹤0.01% | 2532 |
|
|
2024
Q4 | $380K | Buy |
4,285
+533
| +14% | +$47.3K | ﹤0.01% | 2410 |
|
|
2024
Q3 | $358K | Sell |
3,752
-18,691
| -83% | -$1.78M | ﹤0.01% | 2419 |
|
|
2024
Q2 | $2.39M | Buy |
22,443
+318
| +1% | +$33.9K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $2.6M | Buy |
22,125
+3,537
| +19% | +$416K | 0.01% | 984 |
|
|
2023
Q4 | $2.32M | Buy |
18,588
+13,095
| +238% | +$1.64M | 0.01% | 987 |
|
|
2023
Q3 | $758K | Buy |
5,493
+973
| +22% | +$134K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $649K | Sell |
4,520
-504
| -10% | -$72.4K | ﹤0.01% | 1567 |
|
|
2023
Q1 | $787K | Sell |
5,024
-112
| -2% | -$17.5K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $672K | Buy |
5,136
+50
| +1% | +$6.54K | ﹤0.01% | 1468 |
|
|
2022
Q3 | $540K | Buy |
+5,086
| New | +$540K | ﹤0.01% | 1373 |
|