Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
30,311
+18,028
| +147% | +$364K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $169K | Buy |
12,283
+1,906
| +18% | +$26.2K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $123K | Sell |
10,377
-1,133
| -10% | -$13.4K | ﹤0.01% | 2289 |
|
|
2024
Q3 | $206K | Sell |
11,510
-68,073
| -86% | -$1.22M | ﹤0.01% | 2023 |
|
|
2024
Q2 | $1.4M | Buy |
79,583
+5,528
| +7% | +$97.2K | ﹤0.01% | 969 |
|
|
2024
Q1 | $1.9M | Sell |
74,055
-4,658
| -6% | -$120K | ﹤0.01% | 862 |
|
|
2023
Q4 | $2.05M | Sell |
78,713
-3,116
| -4% | -$81.2K | ﹤0.01% | 820 |
|
|
2023
Q3 | $1.89M | Buy |
81,829
+2,586
| +3% | +$59.6K | ﹤0.01% | 822 |
|
|
2023
Q2 | $1.86M | Sell |
79,243
-878
| -1% | -$20.6K | ﹤0.01% | 818 |
|
|
2023
Q1 | $951K | Buy |
80,121
+174
| +0.2% | +$2.07K | ﹤0.01% | 1102 |
|
|
2022
Q4 | $1.23M | Sell |
79,947
-12,109
| -13% | -$186K | ﹤0.01% | 973 |
|
|
2022
Q3 | $1.75M | Buy |
92,056
+4,191
| +5% | +$79.6K | ﹤0.01% | 826 |
|
|
2022
Q2 | $1.58M | Sell |
87,865
-8,051
| -8% | -$145K | ﹤0.01% | 900 |
|
|
2022
Q1 | $2.89M | Buy |
95,916
+66,750
| +229% | +$2.01M | ﹤0.01% | 744 |
|
|
2021
Q4 | $837K | Buy |
29,166
+18,903
| +184% | +$542K | ﹤0.01% | 1284 |
|
|
2021
Q3 | $412K | Buy |
+10,263
| New | +$412K | ﹤0.01% | 1619 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$4K | – | 3798 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3264 |
|