Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
137,591
+44,407
| +48% | +$233K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $627K | Buy |
93,184
+6,949
| +8% | +$46.7K | ﹤0.01% | 2019 |
|
|
2024
Q4 | $543K | Buy |
86,235
+46,346
| +116% | +$292K | ﹤0.01% | 2130 |
|
|
2024
Q3 | $236K | Buy |
39,889
+29,616
| +288% | +$175K | ﹤0.01% | 2786 |
|
|
2024
Q2 | $28.5K | Buy |
+10,273
| New | +$28.5K | ﹤0.01% | 3090 |
|
|
2024
Q1 | – | Sell |
-21,586
| Closed | -$94.3K | – | 3139 |
|
|
2023
Q4 | $94.3K | Buy |
+21,586
| New | +$94.3K | ﹤0.01% | 2861 |
|