Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
27,096
-20,383
| -43% | -$194K | ﹤0.01% | 2848 |
|
|
2025
Q1 | $450K | Sell |
47,479
-6,551
| -12% | -$62K | ﹤0.01% | 2296 |
|
|
2024
Q4 | $516K | Buy |
54,030
+14,191
| +36% | +$136K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $402K | Buy |
39,839
+20,672
| +108% | +$208K | ﹤0.01% | 2325 |
|
|
2024
Q2 | $147K | Sell |
19,167
-1,434
| -7% | -$11K | ﹤0.01% | 2871 |
|
|
2024
Q1 | $187K | Buy |
20,601
+8,218
| +66% | +$74.7K | ﹤0.01% | 2795 |
|
|
2023
Q4 | $136K | Sell |
12,383
-1,370
| -10% | -$15K | ﹤0.01% | 2796 |
|
|
2023
Q3 | $172K | Sell |
13,753
-6,874
| -33% | -$86.2K | ﹤0.01% | 2560 |
|
|
2023
Q2 | $270K | Buy |
20,627
+2,783
| +16% | +$36.5K | ﹤0.01% | 2210 |
|
|
2023
Q1 | $358K | Sell |
17,844
-2,290
| -11% | -$45.9K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $385K | Buy |
+20,134
| New | +$385K | ﹤0.01% | 1842 |
|
|
2019
Q2 | – | Sell |
-3,768
| Closed | -$234K | – | 1146 |
|
|
2019
Q1 | $234K | Sell |
3,768
-347
| -8% | -$21.5K | ﹤0.01% | 908 |
|
|
2018
Q4 | $240K | Sell |
4,115
-2,379
| -37% | -$139K | ﹤0.01% | 728 |
|
|
2018
Q3 | $474K | Sell |
6,494
-118
| -2% | -$8.61K | 0.01% | 568 |
|
|
2018
Q2 | $587K | Buy |
6,612
+3,331
| +102% | +$296K | 0.02% | 508 |
|
|
2018
Q1 | $393K | Buy |
3,281
+509
| +18% | +$61K | 0.01% | 480 |
|
|
2017
Q4 | $287K | Buy |
+2,772
| New | +$287K | 0.01% | 469 |
|