Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 247 |
|
|
2025
Q1 | $1K | Sell |
3
-156
| -98% | -$52K | ﹤0.01% | 244 |
|
|
2024
Q4 | $76K | Sell |
159
-110
| -41% | -$52.6K | 0.02% | 250 |
|
|
2024
Q3 | $124K | Sell |
269
-60
| -18% | -$27.7K | 0.02% | 215 |
|
|
2024
Q2 | $134K | Buy |
329
+133
| +68% | +$54.2K | 0.02% | 212 |
|
|
2024
Q1 | $89K | Sell |
196
-170
| -46% | -$77.2K | 0.01% | 303 |
|
|
2023
Q4 | $175K | Buy |
366
+201
| +122% | +$96.1K | 0.02% | 236 |
|
|
2023
Q3 | $72K | Sell |
165
-775
| -82% | -$338K | 0.01% | 304 |
|
|
2023
Q2 | $377K | Sell |
940
-476
| -34% | -$191K | 0.03% | 162 |
|
|
2023
Q1 | $588K | Sell |
1,416
-297
| -17% | -$123K | 0.04% | 135 |
|
|
2022
Q4 | $687K | Sell |
1,713
-68
| -4% | -$27.3K | 0.05% | 126 |
|
|
2022
Q3 | $713K | Sell |
1,781
-228
| -11% | -$91.3K | 0.05% | 128 |
|
|
2022
Q2 | $773K | Sell |
2,009
-1,887
| -48% | -$726K | 0.05% | 144 |
|
|
2022
Q1 | $1.69M | Buy |
3,896
+3,788
| +3,507% | +$1.64M | 0.09% | 123 |
|
|
2021
Q4 | $52K | Buy |
+108
| New | +$52K | ﹤0.01% | 350 |
|