Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
9,751
-3,046
| -24% | -$956K | ﹤0.01% | 583 |
|
|
2025
Q1 | $2.54M | Hold |
12,797
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $2.31M | Buy |
12,797
+1,434
| +13% | +$259K | ﹤0.01% | 612 |
|
|
2024
Q3 | $1.94M | Buy |
11,363
+2,327
| +26% | +$398K | ﹤0.01% | 615 |
|
|
2024
Q2 | $1.74M | Buy |
9,036
+76
| +0.8% | +$14.6K | ﹤0.01% | 618 |
|
|
2024
Q1 | $1.73M | Buy |
8,960
+2,036
| +29% | +$392K | 0.02% | 481 |
|
|
2023
Q4 | $1.53M | Buy |
6,924
+6,800
| +5,484% | +$1.51M | ﹤0.01% | 612 |
|
|
2023
Q3 | $19.3K | Sell |
124
-8,800
| -99% | -$1.37M | ﹤0.01% | 701 |
|
|
2023
Q2 | $1.31M | Hold |
8,924
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $1.04M | Hold |
8,924
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $999K | Hold |
8,924
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $1.47M | Sell |
8,924
-73
| -0.8% | -$12K | ﹤0.01% | 614 |
|
|
2022
Q2 | $1.35M | Sell |
8,997
-16,075
| -64% | -$2.4M | ﹤0.01% | 626 |
|
|
2022
Q1 | $6.05M | Sell |
25,072
-6,080
| -20% | -$1.47M | 0.01% | 519 |
|
|
2021
Q4 | $10.1M | Buy |
31,152
+11,480
| +58% | +$3.73M | 0.02% | 467 |
|
|
2021
Q3 | $5.16M | Sell |
19,672
-4,000
| -17% | -$1.05M | 0.01% | 541 |
|
|
2021
Q2 | $5.11M | Buy |
23,672
+10,862
| +85% | +$2.35M | 0.01% | 550 |
|
|
2021
Q1 | $2.2M | Buy |
+12,810
| New | +$2.2M | ﹤0.01% | 630 |
|