Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Sell |
160,723
-48,258
| -23% | -$1.87M | 0.02% | 514 |
|
|
2025
Q1 | $7.55M | Sell |
208,981
-80,957
| -28% | -$2.93M | 0.02% | 448 |
|
|
2024
Q4 | $12.3M | Buy |
289,938
+114,106
| +65% | +$4.85M | 0.04% | 348 |
|
|
2024
Q3 | $6.69M | Sell |
175,832
-6,767
| -4% | -$258K | 0.02% | 473 |
|
|
2024
Q2 | $6.16M | Buy |
182,599
+124,826
| +216% | +$4.21M | 0.02% | 487 |
|
|
2024
Q1 | $1.9M | Buy |
57,773
+12,562
| +28% | +$413K | 0.01% | 763 |
|
|
2023
Q4 | $1.36M | Buy |
+45,211
| New | +$1.36M | ﹤0.01% | 793 |
|