Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.27M | Buy |
333,880
+67,877
| +26% | +$869K | 0.01% | 591 |
|
2025
Q1 | $2.74M | Buy |
266,003
+245,798
| +1,217% | +$2.53M | 0.01% | 677 |
|
2024
Q4 | $257K | Sell |
20,205
-386
| -2% | -$4.91K | ﹤0.01% | 1008 |
|
2024
Q3 | $264K | Sell |
20,591
-32,425
| -61% | -$415K | ﹤0.01% | 1024 |
|
2024
Q2 | $672K | Buy |
53,016
+25,094
| +90% | +$318K | ﹤0.01% | 920 |
|
2024
Q1 | $633K | Sell |
27,922
-16,037
| -36% | -$364K | ﹤0.01% | 910 |
|
2023
Q4 | $1.09M | Buy |
+43,959
| New | +$1.09M | ﹤0.01% | 834 |
|