Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,464
+78
| +1% | +$25.8K | 0.04% | 251 |
|
|
2025
Q1 | $1.77M | Buy |
5,386
+423
| +9% | +$139K | 0.05% | 238 |
|
|
2024
Q4 | $1.37M | Buy |
4,963
+189
| +4% | +$52.2K | 0.04% | 261 |
|
|
2024
Q3 | $1.65M | Buy |
+4,774
| New | +$1.65M | 0.04% | 248 |
|
|
2021
Q1 | – | Sell |
-1,207
| Closed | -$251K | – | 693 |
|
|
2020
Q4 | $251K | Buy |
+1,207
| New | +$251K | 0.01% | 481 |
|