Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
5,504
-5,817
| -51% | -$118K | 0.02% | 511 |
|
|
2025
Q1 | $156K | Buy |
11,321
+1,630
| +17% | +$22.4K | 0.03% | 354 |
|
|
2024
Q4 | $115K | Buy |
9,691
+1,384
| +17% | +$16.4K | 0.02% | 376 |
|
|
2024
Q3 | $149K | Buy |
8,307
+2,817
| +51% | +$50.5K | 0.04% | 293 |
|
|
2024
Q2 | $96.6K | Buy |
5,490
+4,556
| +488% | +$80.1K | 0.03% | 344 |
|
|
2024
Q1 | $24K | Sell |
934
-270
| -22% | -$6.93K | ﹤0.01% | 794 |
|
|
2023
Q4 | $31.4K | Buy |
1,204
+823
| +216% | +$21.5K | ﹤0.01% | 482 |
|
|
2023
Q3 | $8.78K | Sell |
381
-2,438
| -86% | -$56.2K | ﹤0.01% | 899 |
|
|
2023
Q2 | $66.1K | Buy |
2,819
+2,238
| +385% | +$52.5K | 0.02% | 153 |
|
|
2023
Q1 | $6.9K | Sell |
581
-1,492
| -72% | -$17.7K | ﹤0.01% | 830 |
|
|
2022
Q4 | $31.8K | Buy |
+2,073
| New | +$31.8K | 0.01% | 138 |
|