Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
16,493
-2,905
| -15% | -$63.5K | 0.02% | 505 |
|
|
2025
Q1 | $380K | Buy |
19,398
+848
| +5% | +$16.6K | 0.02% | 509 |
|
|
2024
Q4 | $291K | Sell |
18,550
-181
| -1% | -$2.84K | 0.02% | 597 |
|
|
2024
Q3 | $340K | Sell |
18,731
-392
| -2% | -$7.12K | 0.02% | 551 |
|
|
2024
Q2 | $328K | Buy |
19,123
+1,514
| +9% | +$26K | 0.02% | 561 |
|
|
2024
Q1 | $290K | Sell |
17,609
-2,178
| -11% | -$35.9K | 0.02% | 586 |
|
|
2023
Q4 | $297K | Buy |
19,787
+7,744
| +64% | +$116K | 0.02% | 541 |
|
|
2023
Q3 | $159K | Buy |
12,043
+364
| +3% | +$4.8K | 0.01% | 616 |
|
|
2023
Q2 | $157K | Buy |
11,679
+1,370
| +13% | +$18.5K | 0.01% | 635 |
|
|
2023
Q1 | $122K | Buy |
+10,309
| New | +$122K | 0.01% | 588 |
|