Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
7,858
-58
| -0.7% | -$4.19K | 0.05% | 138 |
|
|
2025
Q1 | $580K | Sell |
7,916
-45
| -0.6% | -$3.3K | 0.06% | 134 |
|
|
2024
Q4 | $499K | Sell |
7,961
-11
| -0.1% | -$689 | 0.05% | 136 |
|
|
2024
Q3 | $526K | Sell |
7,972
-98
| -1% | -$6.46K | 0.05% | 151 |
|
|
2024
Q2 | $582K | Buy |
8,070
+138
| +2% | +$9.96K | 0.03% | 194 |
|
|
2024
Q1 | $532K | Buy |
7,932
+102
| +1% | +$6.84K | 0.03% | 201 |
|
|
2023
Q4 | $515K | Buy |
7,830
+4,588
| +142% | +$302K | 0.03% | 190 |
|
|
2023
Q3 | $209K | Buy |
3,242
+2,141
| +194% | +$138K | 0.01% | 230 |
|
|
2023
Q2 | $66.5K | Buy |
1,101
+307
| +39% | +$18.5K | ﹤0.01% | 322 |
|
|
2023
Q1 | $45.7K | Sell |
794
-175
| -18% | -$10.1K | ﹤0.01% | 348 |
|
|
2022
Q4 | $55.2K | Sell |
969
-100
| -9% | -$5.7K | ﹤0.01% | 334 |
|
|
2022
Q3 | $53K | Buy |
1,069
+500
| +88% | +$24.8K | ﹤0.01% | 353 |
|
|
2022
Q2 | $30K | Buy |
569
+175
| +44% | +$9.23K | ﹤0.01% | 398 |
|
|
2022
Q1 | $22K | Buy |
+394
| New | +$22K | ﹤0.01% | 418 |
|