Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
17,837
-570
| -3% | -$4.83K | ﹤0.01% | 1360 |
|
|
2025
Q1 | $150K | Buy |
18,407
+3,330
| +22% | +$27.1K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $104K | Buy |
15,077
+4,079
| +37% | +$28.2K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $79.5K | Sell |
10,998
-3,718
| -25% | -$26.9K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $112K | Buy |
14,716
+1,174
| +9% | +$8.92K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $91K | Buy |
13,542
+1,920
| +17% | +$12.9K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $79.3K | Buy |
11,622
+46
| +0.4% | +$314 | ﹤0.01% | 1220 |
|
|
2023
Q3 | $69.5K | Sell |
11,576
-4,154
| -26% | -$24.9K | ﹤0.01% | 1186 |
|
|
2023
Q2 | $94.9K | Buy |
+15,730
| New | +$94.9K | ﹤0.01% | 1197 |
|