Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
22,631
+93
| +0.4% | +$4.45K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $1.23M | Sell |
22,538
-10,058
| -31% | -$550K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $2.06M | Buy |
32,596
+12,032
| +59% | +$762K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $933K | Sell |
20,564
-2,462
| -11% | -$112K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $852K | Buy |
23,026
+8,526
| +59% | +$315K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $447K | Hold |
14,500
| – | – | ﹤0.01% | 1456 |
|
|
2023
Q4 | $536K | Buy |
14,500
+500
| +4% | +$18.5K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $481K | Buy |
14,000
+1,390
| +11% | +$47.7K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $511K | Buy |
+12,610
| New | +$511K | ﹤0.01% | 1377 |
|
|
2022
Q4 | – | Sell |
-2,585
| Closed | -$51K | – | 1936 |
|
|
2022
Q3 | $51K | Buy |
+2,585
| New | +$51K | ﹤0.01% | 1661 |
|