Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
128,036
+7,898
| +7% | +$76.5K | ﹤0.01% | 850 |
|
|
2025
Q1 | $1.53M | Hold |
120,138
| – | – | 0.01% | 786 |
|
|
2024
Q4 | $2.48M | Sell |
120,138
-7,457
| -6% | -$154K | 0.01% | 711 |
|
|
2024
Q3 | $1.8M | Hold |
127,595
| – | – | 0.01% | 769 |
|
|
2024
Q2 | $1.59M | Buy |
+127,595
| New | +$1.59M | ﹤0.01% | 811 |
|
|
2023
Q4 | – | Sell |
-115,499
| Closed | -$1.74M | – | 1085 |
|
|
2023
Q3 | $1.74M | Buy |
+115,499
| New | +$1.74M | 0.01% | 735 |
|
|
2022
Q3 | – | Sell |
-30,570
| Closed | -$774K | – | 1158 |
|
|
2022
Q2 | $774K | Buy |
+30,570
| New | +$774K | ﹤0.01% | 913 |
|