Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
29,704
+12,652
| +74% | +$467K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $560K | Sell |
17,052
-288
| -2% | -$9.46K | ﹤0.01% | 2121 |
|
|
2024
Q4 | $632K | Sell |
17,340
-9,629
| -36% | -$351K | ﹤0.01% | 1991 |
|
|
2024
Q3 | $910K | Buy |
26,969
+1,764
| +7% | +$59.5K | ﹤0.01% | 1686 |
|
|
2024
Q2 | $963K | Sell |
25,205
-2,154
| -8% | -$82.3K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $1.24M | Buy |
27,359
+10,738
| +65% | +$487K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $574K | Buy |
16,621
+1,454
| +10% | +$50.2K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $469K | Buy |
15,167
+1,618
| +12% | +$50K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $436K | Buy |
13,549
+760
| +6% | +$24.5K | ﹤0.01% | 1841 |
|
|
2023
Q1 | $350K | Buy |
12,789
+114
| +0.9% | +$3.12K | ﹤0.01% | 1944 |
|
|
2022
Q4 | $245K | Buy |
12,675
+882
| +7% | +$17K | ﹤0.01% | 2194 |
|
|
2022
Q3 | $197K | Buy |
11,793
+1,478
| +14% | +$24.7K | ﹤0.01% | 2064 |
|
|
2022
Q2 | $237K | Buy |
+10,315
| New | +$237K | ﹤0.01% | 1336 |
|