Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
27,238
+536
| +2% | +$86.7K | 0.01% | 924 |
|
|
2025
Q1 | $2.85M | Buy |
26,702
+4,539
| +20% | +$485K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $2.73M | Buy |
22,163
+562
| +3% | +$69.3K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $3.09M | Buy |
21,601
+4,160
| +24% | +$595K | 0.01% | 977 |
|
|
2024
Q2 | $2.85M | Buy |
17,441
+5,121
| +42% | +$838K | 0.01% | 937 |
|
|
2024
Q1 | $1.54M | Buy |
+12,320
| New | +$1.54M | ﹤0.01% | 1243 |
|