Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Sell |
338,198
-1,580
| -0.5% | -$45.7K | 0.23% | 82 |
|
|
2025
Q1 | $9.61M | Hold |
339,778
| – | – | 0.26% | 80 |
|
|
2024
Q4 | $7.68M | Buy |
339,778
+5,470
| +2% | +$124K | 0.2% | 102 |
|
|
2024
Q3 | $7.35M | Hold |
334,308
| – | – | 0.2% | 106 |
|
|
2024
Q2 | $6.39M | Sell |
334,308
-15,705
| -4% | -$300K | 0.19% | 116 |
|
|
2024
Q1 | $6.16M | Buy |
+350,013
| New | +$6.16M | 0.19% | 117 |
|