Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
13,676
-101
| -0.7% | -$1.1K | 0.06% | 102 |
|
|
2025
Q1 | $138K | Sell |
13,777
-8,477
| -38% | -$85K | 0.07% | 90 |
|
|
2024
Q4 | $220K | Buy |
22,254
+114
| +0.5% | +$1.13K | 0.12% | 85 |
|
|
2024
Q3 | $234K | Buy |
22,140
+1,312
| +6% | +$13.9K | 0.12% | 88 |
|
|
2024
Q2 | $261K | Sell |
20,828
-139
| -0.7% | -$1.74K | 0.16% | 75 |
|
|
2024
Q1 | $278K | Sell |
20,967
-63
| -0.3% | -$837 | 0.17% | 75 |
|
|
2023
Q4 | $256K | Buy |
21,030
+111
| +0.5% | +$1.35K | 0.24% | 64 |
|
|
2023
Q3 | $260K | Sell |
20,919
-20,957
| -50% | -$260K | 0.29% | 59 |
|
|
2023
Q2 | $638K | Sell |
41,876
-31,077
| -43% | -$474K | 0.67% | 38 |
|
|
2023
Q1 | $876K | Hold |
72,953
| – | – | 0.95% | 28 |
|
|
2022
Q4 | $876K | Buy |
+72,953
| New | +$876K | 0.95% | 28 |
|