Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3K | Sell |
3,718
-16,782
| -82% | -$250K | 0.01% | 116 |
|
|
2025
Q1 | $513K | Hold |
20,500
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $657K | Hold |
20,500
| – | – | 0.11% | 86 |
|
|
2024
Q3 | $727K | Sell |
20,500
-7,301
| -26% | -$259K | 0.13% | 81 |
|
|
2024
Q2 | $838K | Sell |
27,801
-3,842
| -12% | -$116K | 0.15% | 77 |
|
|
2024
Q1 | $799K | Buy |
31,643
+17,311
| +121% | +$437K | 0.14% | 74 |
|
|
2023
Q4 | $162K | Hold |
14,332
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $168K | Sell |
14,332
-722
| -5% | -$8.48K | 0.03% | 94 |
|
|
2023
Q2 | $193K | Buy |
15,054
+737
| +5% | +$9.45K | 0.03% | 121 |
|
|
2023
Q1 | $112K | Buy |
14,317
+4,317
| +43% | +$33.8K | 0.02% | 148 |
|
|
2022
Q4 | $85.7K | Buy |
+10,000
| New | +$85.7K | 0.01% | 177 |
|