Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
3,899
+14
| +0.4% | +$2.06K | ﹤0.01% | 2221 |
|
|
2025
Q1 | $610K | Buy |
3,885
+762
| +24% | +$120K | ﹤0.01% | 2046 |
|
|
2024
Q4 | $548K | Sell |
3,123
-534
| -15% | -$93.6K | ﹤0.01% | 2124 |
|
|
2024
Q3 | $767K | Sell |
3,657
-251
| -6% | -$52.6K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $692K | Buy |
3,908
+451
| +13% | +$79.9K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $821K | Buy |
3,457
+281
| +9% | +$66.7K | ﹤0.01% | 1657 |
|
|
2023
Q4 | $618K | Sell |
3,176
-346
| -10% | -$67.3K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $662K | Buy |
3,522
+375
| +12% | +$70.5K | ﹤0.01% | 1582 |
|
|
2023
Q2 | $573K | Sell |
3,147
-977
| -24% | -$178K | ﹤0.01% | 1647 |
|
|
2023
Q1 | $757K | Buy |
4,124
+1,603
| +64% | +$294K | ﹤0.01% | 1427 |
|
|
2022
Q4 | $413K | Buy |
2,521
+218
| +9% | +$35.7K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $292K | Buy |
+2,303
| New | +$292K | ﹤0.01% | 1790 |
|