Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
8,550
-7,265
| -46% | -$918K | ﹤0.01% | 1741 |
|
|
2025
Q1 | $1.7M | Buy |
15,815
+2,887
| +22% | +$311K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $1.7M | Buy |
12,928
+390
| +3% | +$51.2K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $1.35M | Sell |
12,538
-562
| -4% | -$60.6K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $1.39M | Buy |
13,100
+184
| +1% | +$19.5K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $1.58M | Buy |
12,916
+2,484
| +24% | +$303K | ﹤0.01% | 1233 |
|
|
2023
Q4 | $914K | Sell |
10,432
-534
| -5% | -$46.8K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $819K | Buy |
10,966
+1,263
| +13% | +$94.3K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $572K | Sell |
9,703
-3,058
| -24% | -$180K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $407K | Buy |
12,761
+4,354
| +52% | +$139K | ﹤0.01% | 1825 |
|
|
2022
Q4 | $280K | Sell |
8,407
-12,036
| -59% | -$401K | ﹤0.01% | 2085 |
|
|
2022
Q3 | $541K | Buy |
+20,443
| New | +$541K | ﹤0.01% | 1369 |
|