Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Buy |
25,445
+7,032
| +38% | +$523K | ﹤0.01% | 2171 |
|
2025
Q1 | $1.38M | Sell |
18,413
-292
| -2% | -$21.9K | ﹤0.01% | 2172 |
|
2024
Q4 | $1.91M | Buy |
18,705
+4,525
| +32% | +$462K | ﹤0.01% | 2067 |
|
2024
Q3 | $1.49M | Sell |
14,180
-1,293
| -8% | -$136K | ﹤0.01% | 2188 |
|
2024
Q2 | $1.44M | Buy |
15,473
+9,286
| +150% | +$864K | ﹤0.01% | 2170 |
|
2024
Q1 | $806K | Hold |
6,187
| – | – | ﹤0.01% | 2112 |
|
2023
Q4 | $701K | Buy |
6,187
+3,434
| +125% | +$389K | ﹤0.01% | 2206 |
|
2023
Q3 | $226K | Sell |
2,753
-1,783
| -39% | -$146K | ﹤0.01% | 2491 |
|
2023
Q2 | $308K | Hold |
4,536
| – | – | ﹤0.01% | 2470 |
|
2023
Q1 | $308K | Sell |
4,536
-3,383
| -43% | -$230K | ﹤0.01% | 2470 |
|
2022
Q4 | $563K | Hold |
7,919
| – | – | ﹤0.01% | 2135 |
|
2022
Q3 | $492K | Buy |
7,919
+1,395
| +21% | +$86.6K | ﹤0.01% | 2351 |
|
2022
Q2 | $436K | Buy |
+6,524
| New | +$436K | ﹤0.01% | 2357 |
|