Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
104,083
+1,007
| +1% | +$79.7K | 0.19% | 102 |
|
|
2025
Q1 | $9.25M | Sell |
103,076
-21,744
| -17% | -$1.95M | 0.25% | 84 |
|
|
2024
Q4 | $12.3M | Sell |
124,820
-8,458
| -6% | -$832K | 0.32% | 60 |
|
|
2024
Q3 | $15.1M | Buy |
133,278
+9,938
| +8% | +$1.13M | 0.41% | 47 |
|
|
2024
Q2 | $15.3M | Sell |
123,340
-6,099
| -5% | -$755K | 0.45% | 40 |
|
|
2024
Q1 | $17.1M | Buy |
+129,439
| New | +$17.1M | 0.54% | 34 |
|