Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Sell |
40,607
-17,798
| -30% | -$3.38M | ﹤0.01% | 1312 |
|
|
2025
Q1 | $8.95M | Buy |
58,405
+1,870
| +3% | +$286K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $8.58M | Sell |
56,535
-13,332
| -19% | -$2.02M | ﹤0.01% | 1219 |
|
|
2024
Q3 | $11.1M | Buy |
69,867
+23,602
| +51% | +$3.74M | ﹤0.01% | 994 |
|
|
2024
Q2 | $6.71M | Sell |
46,265
-59,307
| -56% | -$8.6M | ﹤0.01% | 1046 |
|
|
2024
Q1 | $14.3M | Buy |
105,572
+47,426
| +82% | +$6.41M | 0.01% | 860 |
|
|
2023
Q4 | $6.87M | Buy |
58,146
+34,853
| +150% | +$4.12M | ﹤0.01% | 1280 |
|
|
2023
Q3 | $2.07M | Sell |
23,293
-4,589
| -16% | -$408K | ﹤0.01% | 1650 |
|
|
2023
Q2 | $2.49M | Buy |
+27,882
| New | +$2.49M | ﹤0.01% | 1598 |
|