Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
1,183
+270
| +30% | +$152K | 0.26% | 76 |
|
|
2025
Q1 | $500K | Sell |
913
-398
| -30% | -$218K | 0.21% | 91 |
|
|
2024
Q4 | $690K | Sell |
1,311
-41
| -3% | -$21.6K | 0.21% | 92 |
|
|
2024
Q3 | $668K | Buy |
1,352
+47
| +4% | +$23.2K | 0.12% | 108 |
|
|
2024
Q2 | $576K | Sell |
1,305
-425
| -25% | -$188K | 0.09% | 110 |
|
|
2024
Q1 | $833K | Buy |
1,730
+128
| +8% | +$61.6K | 0.07% | 108 |
|
|
2023
Q4 | $683K | Buy |
1,602
+333
| +26% | +$142K | 0.06% | 113 |
|
|
2023
Q3 | $502K | Buy |
1,269
+322
| +34% | +$127K | 0.04% | 138 |
|
|
2023
Q2 | $372K | Buy |
947
+498
| +111% | +$196K | 0.03% | 164 |
|
|
2023
Q1 | $163K | Buy |
449
+377
| +524% | +$137K | 0.01% | 253 |
|
|
2022
Q4 | $25K | Sell |
72
-164
| -69% | -$56.9K | ﹤0.01% | 392 |
|
|
2022
Q3 | $67K | Sell |
236
-442
| -65% | -$125K | ﹤0.01% | 329 |
|
|
2022
Q2 | $214K | Buy |
+678
| New | +$214K | 0.01% | 233 |
|