Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
204,292
+139,786
| +217% | +$1.18M | ﹤0.01% | 1440 |
|
|
2025
Q1 | $525K | Buy |
64,506
+24,840
| +63% | +$202K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $274K | Buy |
39,666
+3,904
| +11% | +$27K | ﹤0.01% | 2712 |
|
|
2024
Q3 | $259K | Buy |
35,762
+246
| +0.7% | +$1.78K | ﹤0.01% | 2707 |
|
|
2024
Q2 | $270K | Buy |
35,516
+1,390
| +4% | +$10.6K | ﹤0.01% | 2535 |
|
|
2024
Q1 | $229K | Sell |
34,126
-585
| -2% | -$3.93K | ﹤0.01% | 2652 |
|
|
2023
Q4 | $237K | Sell |
34,711
-15,057
| -30% | -$103K | ﹤0.01% | 2548 |
|
|
2023
Q3 | $299K | Buy |
49,768
+5,831
| +13% | +$35K | ﹤0.01% | 2151 |
|
|
2023
Q2 | $265K | Sell |
43,937
-7,004
| -14% | -$42.2K | ﹤0.01% | 2227 |
|
|
2023
Q1 | $368K | Buy |
50,941
+3,376
| +7% | +$24.4K | ﹤0.01% | 1913 |
|
|
2022
Q4 | $431K | Buy |
47,565
+8,846
| +23% | +$80.2K | ﹤0.01% | 1751 |
|
|
2022
Q3 | $290K | Buy |
+38,719
| New | +$290K | ﹤0.01% | 1793 |
|
|
2022
Q2 | – | Sell |
-46,569
| Closed | -$353K | – | 1373 |
|
|
2022
Q1 | $353K | Buy |
46,569
+12,138
| +35% | +$92K | ﹤0.01% | 1245 |
|
|
2021
Q4 | $290K | Sell |
34,431
-11,864
| -26% | -$99.9K | ﹤0.01% | 1109 |
|
|
2021
Q3 | $375K | Sell |
46,295
-12,410
| -21% | -$101K | ﹤0.01% | 900 |
|
|
2021
Q2 | $633K | Buy |
+58,705
| New | +$633K | ﹤0.01% | 755 |
|
|
2019
Q1 | – | Sell |
-41,450
| Closed | -$249K | – | 1029 |
|
|
2018
Q4 | $249K | Buy |
+41,450
| New | +$249K | ﹤0.01% | 717 |
|