Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
8,616
+4,796
| +126% | +$479K | 0.01% | 414 |
|
|
2025
Q1 | $402K | Buy |
3,820
+3,635
| +1,965% | +$382K | 0.01% | 439 |
|
|
2024
Q4 | $14.6K | Sell |
185
-1,106
| -86% | -$87.2K | ﹤0.01% | 605 |
|
|
2024
Q3 | $96K | Sell |
1,291
-1,417
| -52% | -$105K | ﹤0.01% | 572 |
|
|
2024
Q2 | $253K | Buy |
2,708
+103
| +4% | +$9.64K | ﹤0.01% | 521 |
|
|
2024
Q1 | $273K | Buy |
2,605
+1,264
| +94% | +$132K | ﹤0.01% | 553 |
|
|
2023
Q4 | $121K | Hold |
1,341
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $109K | Sell |
1,341
-1,624
| -55% | -$132K | ﹤0.01% | 626 |
|
|
2023
Q2 | $206K | Buy |
2,965
+1,648
| +125% | +$114K | ﹤0.01% | 614 |
|
|
2023
Q1 | $114K | Buy |
1,317
+14
| +1% | +$1.21K | ﹤0.01% | 583 |
|
|
2022
Q4 | $89K | Hold |
1,303
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $74K | Buy |
+1,303
| New | +$74K | ﹤0.01% | 633 |
|