Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
17,615
-2,813
| -14% | -$135K | 0.06% | 293 |
|
|
2025
Q1 | $992K | Buy |
20,428
+924
| +5% | +$44.9K | 0.06% | 274 |
|
|
2024
Q4 | $952K | Buy |
19,504
+1,445
| +8% | +$70.6K | 0.06% | 271 |
|
|
2024
Q3 | $1.12M | Sell |
18,059
-7,681
| -30% | -$477K | 0.07% | 250 |
|
|
2024
Q2 | $1.47M | Buy |
25,740
+1,000
| +4% | +$57.1K | 0.09% | 209 |
|
|
2024
Q1 | $1.43M | Sell |
24,740
-4,990
| -17% | -$288K | 0.09% | 208 |
|
|
2023
Q4 | $2.03M | Buy |
29,730
+11,560
| +64% | +$790K | 0.15% | 128 |
|
|
2023
Q3 | $1.03M | Buy |
18,170
+2,740
| +18% | +$156K | 0.09% | 205 |
|
|
2023
Q2 | $921K | Sell |
15,430
-2,363
| -13% | -$141K | 0.08% | 222 |
|
|
2023
Q1 | $1.13M | Buy |
17,793
+1,989
| +13% | +$126K | 0.1% | 180 |
|
|
2022
Q4 | $981K | Buy |
15,804
+1,090
| +7% | +$67.6K | 0.1% | 191 |
|
|
2022
Q3 | $736K | Buy |
14,714
+418
| +3% | +$20.9K | 0.08% | 219 |
|
|
2022
Q2 | $803K | Sell |
14,296
-1,641
| -10% | -$92.2K | 0.08% | 207 |
|
|
2022
Q1 | $1.1M | Buy |
15,937
+1,371
| +9% | +$94.5K | 0.1% | 190 |
|
|
2021
Q4 | $784K | Buy |
14,566
+2,031
| +16% | +$109K | 0.05% | 264 |
|
|
2021
Q3 | $599K | Sell |
12,535
-321
| -2% | -$15.3K | 0.04% | 297 |
|
|
2021
Q2 | $835K | Sell |
12,856
-688
| -5% | -$44.7K | 0.06% | 227 |
|
|
2021
Q1 | $838K | Buy |
+13,544
| New | +$838K | 0.06% | 217 |
|