Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
2,369
+233
| +11% | +$73.1K | 0.01% | 427 |
|
|
2025
Q1 | $424K | Sell |
2,136
-501
| -19% | -$99.4K | 0.01% | 435 |
|
|
2024
Q4 | $476K | Buy |
2,637
+721
| +38% | +$130K | 0.01% | 461 |
|
|
2024
Q3 | $328K | Buy |
1,916
+261
| +16% | +$44.6K | 0.01% | 497 |
|
|
2024
Q2 | $318K | Buy |
1,655
+58
| +4% | +$11.1K | 0.01% | 505 |
|
|
2024
Q1 | $308K | Sell |
1,597
-1,319
| -45% | -$254K | 0.01% | 543 |
|
|
2023
Q4 | $646K | Buy |
2,916
+373
| +15% | +$82.6K | 0.01% | 437 |
|
|
2023
Q3 | $396K | Buy |
2,543
+511
| +25% | +$79.5K | 0.01% | 508 |
|
|
2023
Q2 | $297K | Buy |
2,032
+1,129
| +125% | +$165K | 0.01% | 534 |
|
|
2023
Q1 | $105K | Buy |
903
+154
| +21% | +$18K | ﹤0.01% | 598 |
|
|
2022
Q4 | $83.8K | Hold |
749
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $123K | Buy |
749
+634
| +551% | +$104K | ﹤0.01% | 520 |
|
|
2022
Q2 | $17K | Buy |
+115
| New | +$17K | ﹤0.01% | 403 |
|