Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
5,681
-679
| -11% | -$29.7K | ﹤0.01% | 2879 |
|
|
2025
Q1 | $291K | Sell |
6,360
-711
| -10% | -$32.6K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $413K | Sell |
7,071
-202
| -3% | -$11.8K | ﹤0.01% | 2349 |
|
|
2024
Q3 | $433K | Buy |
7,273
+1,082
| +17% | +$64.4K | ﹤0.01% | 2256 |
|
|
2024
Q2 | $326K | Buy |
6,191
+845
| +16% | +$44.6K | ﹤0.01% | 2383 |
|
|
2024
Q1 | $268K | Sell |
5,346
-773
| -13% | -$38.7K | ﹤0.01% | 2540 |
|
|
2023
Q4 | $278K | Buy |
6,119
+393
| +7% | +$17.8K | ﹤0.01% | 2418 |
|
|
2023
Q3 | $288K | Buy |
5,726
+221
| +4% | +$11.1K | ﹤0.01% | 2192 |
|
|
2023
Q2 | $233K | Sell |
5,505
-414
| -7% | -$17.5K | ﹤0.01% | 2337 |
|
|
2023
Q1 | $244K | Sell |
5,919
-1,221
| -17% | -$50.3K | ﹤0.01% | 2236 |
|
|
2022
Q4 | $359K | Buy |
7,140
+570
| +9% | +$28.7K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $253K | Buy |
+6,570
| New | +$253K | ﹤0.01% | 1891 |
|