Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
2,303
-5,834
| -72% | -$2.44M | ﹤0.01% | 894 |
|
|
2025
Q1 | $2.91M | Buy |
8,137
+2,852
| +54% | +$1.02M | 0.01% | 657 |
|
|
2024
Q4 | $2.28M | Buy |
5,285
+152
| +3% | +$65.6K | 0.01% | 730 |
|
|
2024
Q3 | $1.97M | Buy |
5,133
+923
| +22% | +$354K | 0.01% | 755 |
|
|
2024
Q2 | $1.85M | Buy |
+4,210
| New | +$1.85M | 0.01% | 775 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$923K | – | 1104 |
|
|
2023
Q1 | $923K | Sell |
3,000
-3,400
| -53% | -$1.05M | ﹤0.01% | 879 |
|
|
2022
Q4 | $2.07M | Sell |
6,400
-400
| -6% | -$129K | 0.01% | 772 |
|
|
2022
Q3 | $1.85M | Buy |
+6,800
| New | +$1.85M | 0.01% | 769 |
|