Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.48M | Hold |
32,720
| – | – | 0.22% | 84 |
|
|
2025
Q1 | $9.88M | Sell |
32,720
-1,806
| -5% | -$545K | 0.26% | 79 |
|
|
2024
Q4 | $9.51M | Buy |
34,526
+66
| +0.2% | +$18.2K | 0.25% | 82 |
|
|
2024
Q3 | $9.94M | Sell |
34,460
-1,060
| -3% | -$306K | 0.27% | 77 |
|
|
2024
Q2 | $9.06M | Buy |
35,520
+3,074
| +9% | +$784K | 0.27% | 79 |
|
|
2024
Q1 | $8.41M | Buy |
+32,446
| New | +$8.41M | 0.26% | 94 |
|