Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
9,863
+219
| +2% | +$20.1K | 0.01% | 403 |
|
|
2025
Q1 | $848K | Sell |
9,644
-954
| -9% | -$83.9K | 0.01% | 362 |
|
|
2024
Q4 | $981K | Sell |
10,598
-2,481
| -19% | -$230K | 0.02% | 357 |
|
|
2024
Q3 | $1.21M | Buy |
13,079
+11,400
| +679% | +$1.06M | 0.02% | 311 |
|
|
2024
Q2 | $126K | Sell |
1,679
-22,983
| -93% | -$1.72M | ﹤0.01% | 562 |
|
|
2024
Q1 | $2.13M | Sell |
24,662
-10,376
| -30% | -$895K | 0.04% | 234 |
|
|
2023
Q4 | $2.42M | Sell |
35,038
-2,214
| -6% | -$153K | 0.04% | 197 |
|
|
2023
Q3 | $2.07M | Buy |
+37,252
| New | +$2.07M | 0.04% | 201 |
|