Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
143,237
+64,397
| +82% | +$987K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $953K | Sell |
78,840
-70,304
| -47% | -$850K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $2.19M | Buy |
+149,144
| New | +$2.19M | ﹤0.01% | 1169 |
|
|
2024
Q2 | – | Sell |
-948
| Closed | -$13.4K | – | 1951 |
|
|
2024
Q1 | $13.4K | Hold |
948
| – | – | ﹤0.01% | 1914 |
|
|
2023
Q4 | $13.1K | Buy |
+948
| New | +$13.1K | ﹤0.01% | 1957 |
|