Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Buy |
183,316
+11,768
| +7% | +$468K | 0.02% | 565 |
|
|
2025
Q1 | $6.58M | Buy |
171,548
+49,091
| +40% | +$1.88M | 0.02% | 511 |
|
|
2024
Q4 | $5.35M | Buy |
122,457
+24,986
| +26% | +$1.09M | 0.01% | 529 |
|
|
2024
Q3 | $4.69M | Buy |
97,471
+2,477
| +3% | +$119K | 0.01% | 485 |
|
|
2024
Q2 | $3.2M | Buy |
+94,994
| New | +$3.2M | 0.01% | 536 |
|