Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
24,414
+171
| +0.7% | +$4.95K | 0.13% | 94 |
|
|
2025
Q1 | $686K | Buy |
24,243
+1,584
| +7% | +$44.8K | 0.12% | 95 |
|
|
2024
Q4 | $516K | Buy |
22,659
+1,124
| +5% | +$25.6K | 0.11% | 110 |
|
|
2024
Q3 | $474K | Buy |
21,535
+2,772
| +15% | +$61K | 0.11% | 113 |
|
|
2024
Q2 | $359K | Sell |
18,763
-80
| -0.4% | -$1.53K | 0.09% | 121 |
|
|
2024
Q1 | $332K | Buy |
18,843
+144
| +0.8% | +$2.53K | 0.09% | 130 |
|
|
2023
Q4 | $314K | Buy |
18,699
+1,728
| +10% | +$29K | 0.09% | 131 |
|
|
2023
Q3 | $255K | Buy |
+16,971
| New | +$255K | 0.08% | 140 |
|
|
2021
Q1 | – | Sell |
-10,137
| Closed | -$221K | – | 148 |
|
|
2020
Q4 | $221K | Sell |
10,137
-9,952
| -50% | -$217K | 0.07% | 126 |
|
|
2020
Q3 | $432K | Buy |
+20,089
| New | +$432K | 0.13% | 102 |
|
|
2020
Q1 | – | Sell |
-24,893
| Closed | -$735K | – | 151 |
|
|
2019
Q4 | $735K | Buy |
+24,893
| New | +$735K | 0.28% | 54 |
|