Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
325,113
+70,015
| +27% | +$3.1M | 0.03% | 435 |
|
|
2025
Q1 | $8.46M | Buy |
255,098
+38,786
| +18% | +$1.29M | 0.02% | 482 |
|
|
2024
Q4 | $7.88M | Buy |
216,312
+17,962
| +9% | +$655K | 0.02% | 482 |
|
|
2024
Q3 | $5.62M | Buy |
198,350
+5,806
| +3% | +$164K | 0.01% | 465 |
|
|
2024
Q2 | $4.96M | Buy |
192,544
+158,945
| +473% | +$4.1M | 0.01% | 503 |
|
|
2024
Q1 | $837K | Buy |
+33,599
| New | +$837K | ﹤0.01% | 694 |
|