Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Sell |
251
-35
| -12% | -$13.8K | 0.04% | 141 |
|
|
2025
Q1 | $106K | Sell |
286
-605
| -68% | -$224K | 0.05% | 144 |
|
|
2024
Q4 | $321K | Sell |
891
-315
| -26% | -$113K | 0.1% | 135 |
|
|
2024
Q3 | $436K | Buy |
1,206
+107
| +10% | +$38.7K | 0.08% | 128 |
|
|
2024
Q2 | $374K | Sell |
1,099
-868
| -44% | -$295K | 0.06% | 130 |
|
|
2024
Q1 | $704K | Sell |
1,967
-6
| -0.3% | -$2.15K | 0.06% | 121 |
|
|
2023
Q4 | $591K | Buy |
1,973
+265
| +16% | +$79.4K | 0.05% | 120 |
|
|
2023
Q3 | $467K | Buy |
1,708
+495
| +41% | +$135K | 0.04% | 142 |
|
|
2023
Q2 | $370K | Hold |
1,213
| – | – | 0.03% | 165 |
|
|
2023
Q1 | $346K | Buy |
1,213
+885
| +270% | +$252K | 0.02% | 161 |
|
|
2022
Q4 | $80K | Sell |
328
-731
| -69% | -$178K | 0.01% | 324 |
|
|
2022
Q3 | $214K | Sell |
1,059
-650
| -38% | -$131K | 0.02% | 206 |
|
|
2022
Q2 | $340K | Buy |
+1,709
| New | +$340K | 0.02% | 194 |
|