Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1M | Buy |
37,807
+22,576
| +148% | +$6.65M | 0.26% | 74 |
|
2025
Q1 | $3.79M | Buy |
15,231
+3,006
| +25% | +$747K | 0.1% | 138 |
|
2024
Q4 | $2.69M | Buy |
12,225
+708
| +6% | +$156K | 0.07% | 154 |
|
2024
Q3 | $2.55M | Buy |
11,517
+8,070
| +234% | +$1.78M | 0.07% | 153 |
|
2024
Q2 | $596K | Sell |
3,447
-7,242
| -68% | -$1.25M | 0.02% | 257 |
|
2024
Q1 | $2.04M | Buy |
+10,689
| New | +$2.04M | 0.06% | 169 |
|