Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
5,459
+3,870
| +244% | +$1.37M | 0.39% | 49 |
|
|
2025
Q1 | $557K | Buy |
1,589
+10
| +0.6% | +$3.51K | 0.16% | 87 |
|
|
2024
Q4 | $499K | Buy |
1,579
+48
| +3% | +$15.2K | 0.14% | 97 |
|
|
2024
Q3 | $421K | Sell |
1,531
-10
| -0.6% | -$2.75K | 0.12% | 106 |
|
|
2024
Q2 | $404K | Sell |
1,541
-13
| -0.8% | -$3.41K | 0.13% | 105 |
|
|
2024
Q1 | $434K | Buy |
1,554
+13
| +0.8% | +$3.63K | 0.14% | 105 |
|
|
2023
Q4 | $401K | Buy |
1,541
+50
| +3% | +$13K | 0.14% | 105 |
|
|
2023
Q3 | $343K | Hold |
1,491
| – | – | 0.13% | 109 |
|
|
2023
Q2 | $354K | Hold |
1,491
| – | – | 0.14% | 106 |
|
|
2023
Q1 | $336K | Sell |
1,491
-39
| -3% | -$8.79K | 0.16% | 107 |
|
|
2022
Q4 | $318K | Buy |
1,530
+9
| +0.6% | +$1.87K | 0.16% | 100 |
|
|
2022
Q3 | $270K | Hold |
1,521
| – | – | 0.17% | 103 |
|
|
2022
Q2 | $300K | Buy |
1,521
+191
| +14% | +$37.7K | 0.18% | 103 |
|
|
2022
Q1 | $295K | Sell |
1,330
-20
| -1% | -$4.44K | 0.15% | 105 |
|
|
2021
Q4 | $292K | Buy |
1,350
+131
| +11% | +$28.3K | 0.15% | 111 |
|
|
2021
Q3 | $271K | Buy |
1,219
+168
| +16% | +$37.3K | 0.15% | 111 |
|
|
2021
Q2 | $245K | Buy |
1,051
+85
| +9% | +$19.8K | 0.15% | 108 |
|
|
2021
Q1 | $205K | Buy |
+966
| New | +$205K | 0.13% | 110 |
|