Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
141,262
+578
| +0.4% | +$49.2K | 0.28% | 67 |
|
|
2025
Q1 | $9.99M | Sell |
140,684
-82
| -0.1% | -$5.82K | 0.27% | 78 |
|
|
2024
Q4 | $9.91M | Buy |
140,766
+3,710
| +3% | +$261K | 0.26% | 80 |
|
|
2024
Q3 | $8.58M | Buy |
137,056
+14,071
| +11% | +$881K | 0.23% | 95 |
|
|
2024
Q2 | $7.8M | Sell |
122,985
-230
| -0.2% | -$14.6K | 0.23% | 100 |
|
|
2024
Q1 | $7.79M | Buy |
+123,215
| New | +$7.79M | 0.25% | 101 |
|