Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
2,976
+446
| +18% | +$158K | 0.33% | 41 |
|
|
2025
Q1 | $887K | Buy |
2,530
+269
| +12% | +$94.3K | 0.33% | 38 |
|
|
2024
Q4 | $715K | Buy |
2,261
+56
| +3% | +$17.7K | 0.27% | 44 |
|
|
2024
Q3 | $680K | Buy |
2,205
+52
| +2% | +$16K | 0.24% | 48 |
|
|
2024
Q2 | $570K | Buy |
2,153
+179
| +9% | +$47.4K | 0.24% | 44 |
|
|
2024
Q1 | $554K | Buy |
1,974
+414
| +27% | +$116K | 0.25% | 42 |
|
|
2023
Q4 | $432K | Buy |
1,560
+34
| +2% | +$9.42K | 0.21% | 42 |
|
|
2023
Q3 | $373K | Buy |
1,526
+160
| +12% | +$39.1K | 0.24% | 45 |
|
|
2023
Q2 | $324K | Buy |
1,366
+3
| +0.2% | +$712 | 0.22% | 41 |
|
|
2023
Q1 | $315K | Buy |
+1,363
| New | +$315K | 0.23% | 38 |
|