Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
39,781
+2,224
| +6% | +$22.7K | ﹤0.01% | 3253 |
|
|
2025
Q1 | $259K | Buy |
37,557
+5,253
| +16% | +$36.2K | ﹤0.01% | 3397 |
|
|
2024
Q4 | $331K | Buy |
32,304
+81
| +0.3% | +$830 | ﹤0.01% | 3370 |
|
|
2024
Q3 | $339K | Buy |
32,223
+1,169
| +4% | +$12.3K | ﹤0.01% | 3363 |
|
|
2024
Q2 | $380K | Sell |
31,054
-212
| -0.7% | -$2.6K | ﹤0.01% | 3382 |
|
|
2024
Q1 | $603K | Buy |
31,266
+20,003
| +178% | +$386K | ﹤0.01% | 3222 |
|
|
2023
Q4 | $196K | Sell |
11,263
-435,374
| -97% | -$7.57M | ﹤0.01% | 3564 |
|
|
2023
Q3 | $8.34M | Buy |
446,637
+21,637
| +5% | +$404K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $10.1M | Buy |
+425,000
| New | +$10.1M | ﹤0.01% | 1806 |
|