Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
3,645
-111
| -3% | -$18.8K | 0.06% | 135 |
|
|
2025
Q1 | $657K | Sell |
3,756
-22
| -0.6% | -$3.85K | 0.07% | 131 |
|
|
2024
Q4 | $792K | Sell |
3,778
-26
| -0.7% | -$5.45K | 0.08% | 126 |
|
|
2024
Q3 | $1.09M | Sell |
3,804
-48
| -1% | -$13.8K | 0.11% | 117 |
|
|
2024
Q2 | $1.21M | Sell |
3,852
-30
| -0.8% | -$9.4K | 0.07% | 154 |
|
|
2024
Q1 | $1.3M | Buy |
3,882
+59
| +2% | +$19.8K | 0.08% | 153 |
|
|
2023
Q4 | $1.08M | Buy |
3,823
+2,532
| +196% | +$717K | 0.07% | 151 |
|
|
2023
Q3 | $318K | Buy |
1,291
+1,142
| +766% | +$281K | 0.02% | 191 |
|
|
2023
Q2 | $37.3K | Buy |
149
+138
| +1,255% | +$34.5K | ﹤0.01% | 384 |
|
|
2023
Q1 | $2.35K | Hold |
11
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $2.14K | Hold |
11
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 568 |
|