Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Hold |
73,848
| – | – | 0.01% | 707 |
|
|
2025
Q1 | $2.57M | Sell |
73,848
-41,599
| -36% | -$1.45M | 0.01% | 689 |
|
|
2024
Q4 | $3.74M | Buy |
115,447
+52,735
| +84% | +$1.71M | 0.01% | 617 |
|
|
2024
Q3 | $2.28M | Sell |
62,712
-20,579
| -25% | -$748K | 0.01% | 713 |
|
|
2024
Q2 | $2.55M | Sell |
83,291
-28,754
| -26% | -$882K | 0.01% | 701 |
|
|
2024
Q1 | $3.49M | Buy |
112,045
+29,345
| +35% | +$915K | 0.01% | 647 |
|
|
2023
Q4 | $2.39M | Sell |
82,700
-50,800
| -38% | -$1.47M | 0.01% | 700 |
|
|
2023
Q3 | $3.64M | Buy |
+133,500
| New | +$3.64M | 0.01% | 597 |
|