Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
27,553
+6,819
| +33% | +$1.17M | 0.03% | 271 |
|
|
2025
Q1 | $4.58M | Sell |
20,734
-23,519
| -53% | -$5.2M | 0.02% | 281 |
|
|
2024
Q4 | $9.07M | Sell |
44,253
-18,299
| -29% | -$3.75M | 0.06% | 236 |
|
|
2024
Q3 | $11.3M | Sell |
62,552
-5,521
| -8% | -$994K | 0.04% | 196 |
|
|
2024
Q2 | $10.1M | Buy |
68,073
+5,151
| +8% | +$767K | 0.04% | 197 |
|
|
2024
Q1 | $10.1M | Buy |
+62,922
| New | +$10.1M | 0.04% | 198 |
|