Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
7,165
+133
| +2% | +$25.3K | ﹤0.01% | 749 |
|
|
2025
Q1 | $1.08M | Sell |
7,032
-334
| -5% | -$51.1K | ﹤0.01% | 804 |
|
|
2024
Q4 | $1.12M | Buy |
7,366
+30
| +0.4% | +$4.55K | ﹤0.01% | 864 |
|
|
2024
Q3 | $1.16M | Buy |
7,336
+86
| +1% | +$13.6K | ﹤0.01% | 848 |
|
|
2024
Q2 | $1.05M | Sell |
7,250
-710
| -9% | -$103K | ﹤0.01% | 848 |
|
|
2024
Q1 | $1.08M | Buy |
7,960
+828
| +12% | +$112K | ﹤0.01% | 853 |
|
|
2023
Q4 | $842K | Sell |
7,132
-1,796
| -20% | -$212K | ﹤0.01% | 934 |
|
|
2023
Q3 | $793K | Sell |
8,928
-668
| -7% | -$59.4K | ﹤0.01% | 927 |
|
|
2023
Q2 | $855K | Buy |
+9,596
| New | +$855K | ﹤0.01% | 923 |
|