Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
29,163
-604
| -2% | -$320K | 0.04% | 329 |
|
|
2025
Q1 | $9.09M | Buy |
29,767
+1,715
| +6% | +$524K | 0.03% | 401 |
|
|
2024
Q4 | $9.23M | Buy |
28,052
+3,229
| +13% | +$1.06M | 0.03% | 393 |
|
|
2024
Q3 | $6.33M | Buy |
24,823
+4,578
| +23% | +$1.17M | 0.02% | 481 |
|
|
2024
Q2 | $3.47M | Buy |
+20,245
| New | +$3.47M | 0.01% | 631 |
|