Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
40,033
-1,576
| -4% | -$47.2K | 0.02% | 298 |
|
|
2025
Q1 | $1.41M | Sell |
41,609
-1,073
| -3% | -$36.3K | 0.02% | 282 |
|
|
2024
Q4 | $1.26M | Buy |
42,682
+31,661
| +287% | +$936K | 0.02% | 289 |
|
|
2024
Q3 | $346K | Sell |
11,021
-144
| -1% | -$4.52K | 0.01% | 470 |
|
|
2024
Q2 | $403K | Sell |
11,165
-9,430
| -46% | -$340K | 0.01% | 425 |
|
|
2024
Q1 | $776K | Sell |
20,595
-4,006
| -16% | -$151K | 0.01% | 353 |
|
|
2023
Q4 | $871K | Sell |
24,601
-926
| -4% | -$32.8K | 0.01% | 349 |
|
|
2023
Q3 | $988K | Buy |
25,527
+1,497
| +6% | +$58K | 0.02% | 322 |
|
|
2023
Q2 | $848K | Sell |
24,030
-2,347
| -9% | -$82.8K | 0.01% | 355 |
|
|
2023
Q1 | $1M | Sell |
26,377
-1,693
| -6% | -$64.2K | 0.02% | 336 |
|
|
2022
Q4 | $980K | Sell |
28,070
-9,559
| -25% | -$334K | 0.02% | 338 |
|
|
2022
Q3 | $1.07M | Sell |
37,629
-23,390
| -38% | -$668K | 0.02% | 325 |
|
|
2022
Q2 | $1.73M | Sell |
61,019
-2,041
| -3% | -$57.9K | 0.03% | 295 |
|
|
2022
Q1 | $1.85M | Sell |
63,060
-6,068
| -9% | -$178K | 0.02% | 304 |
|
|
2021
Q4 | $1.84M | Buy |
+69,128
| New | +$1.84M | 0.02% | 312 |
|