Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
186,039
+26,527
| +17% | +$192K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $1.05M | Buy |
159,512
+10,334
| +7% | +$68.1K | ﹤0.01% | 1657 |
|
|
2024
Q4 | $879K | Sell |
149,178
-9,904
| -6% | -$58.3K | ﹤0.01% | 1749 |
|
|
2024
Q3 | $1.02M | Buy |
159,082
+5,082
| +3% | +$32.5K | ﹤0.01% | 1589 |
|
|
2024
Q2 | $944K | Buy |
154,000
+7,506
| +5% | +$46K | ﹤0.01% | 1542 |
|
|
2024
Q1 | $886K | Buy |
146,494
+857
| +0.6% | +$5.19K | ﹤0.01% | 1594 |
|
|
2023
Q4 | $839K | Buy |
145,637
+8,242
| +6% | +$47.5K | ﹤0.01% | 1559 |
|
|
2023
Q3 | $659K | Sell |
137,395
-5,777
| -4% | -$27.7K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $725K | Buy |
143,172
+19,489
| +16% | +$98.7K | ﹤0.01% | 1493 |
|
|
2023
Q1 | $531K | Buy |
123,683
+11,331
| +10% | +$48.6K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $566K | Buy |
112,352
+12,442
| +12% | +$62.7K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $396K | Buy |
+99,910
| New | +$396K | ﹤0.01% | 1567 |
|