Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
30,311
+22,310
| +279% | +$4.87M | 0.09% | 177 |
|
|
2025
Q1 | $1.09M | Hold |
8,001
| – | – | 0.02% | 310 |
|
|
2024
Q4 | $1.15M | Hold |
8,001
| – | – | 0.02% | 319 |
|
|
2024
Q3 | $959K | Sell |
8,001
-422
| -5% | -$50.6K | 0.01% | 300 |
|
|
2024
Q2 | $916K | Hold |
8,423
| – | – | 0.04% | 268 |
|
|
2024
Q1 | $1.13M | Sell |
8,423
-855
| -9% | -$115K | 0.05% | 218 |
|
|
2023
Q4 | $1.18M | Buy |
+9,278
| New | +$1.18M | 0.03% | 317 |
|