Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
6,264
-46
| -0.7% | -$11.1K | 0.14% | 114 |
|
|
2025
Q1 | $1.05M | Sell |
6,310
-27
| -0.4% | -$4.48K | 0.11% | 116 |
|
|
2024
Q4 | $1.25M | Sell |
6,337
-770
| -11% | -$152K | 0.13% | 111 |
|
|
2024
Q3 | $1.23M | Sell |
7,107
-71
| -1% | -$12.3K | 0.12% | 114 |
|
|
2024
Q2 | $1.25M | Sell |
7,178
-32
| -0.4% | -$5.56K | 0.07% | 152 |
|
|
2024
Q1 | $981K | Buy |
7,210
+130
| +2% | +$17.7K | 0.06% | 163 |
|
|
2023
Q4 | $736K | Buy |
7,080
+4,676
| +195% | +$486K | 0.05% | 172 |
|
|
2023
Q3 | $209K | Buy |
2,404
+2,001
| +497% | +$174K | 0.01% | 229 |
|
|
2023
Q2 | $40.7K | Buy |
+403
| New | +$40.7K | ﹤0.01% | 374 |
|
|
2019
Q3 | – | Sell |
-1,068
| Closed | -$42K | – | 731 |
|
|
2019
Q2 | $42K | Buy |
+1,068
| New | +$42K | ﹤0.01% | 386 |
|
|
2016
Q4 | – | Sell |
-128
| Closed | -$4K | – | 647 |
|
|
2016
Q3 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 550 |
|