Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
305,800
+54,008
| +21% | +$195K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $718K | Buy |
251,792
+97,510
| +63% | +$278K | ﹤0.01% | 1916 |
|
|
2024
Q4 | $376K | Buy |
154,282
+18,974
| +14% | +$46.3K | ﹤0.01% | 2422 |
|
|
2024
Q3 | $417K | Buy |
135,308
+78,240
| +137% | +$241K | ﹤0.01% | 2290 |
|
|
2024
Q2 | $154K | Buy |
57,068
+10,500
| +23% | +$28.4K | ﹤0.01% | 2855 |
|
|
2024
Q1 | $122K | Sell |
46,568
-39,038
| -46% | -$102K | ﹤0.01% | 2895 |
|
|
2023
Q4 | $271K | Buy |
85,606
+55,899
| +188% | +$177K | ﹤0.01% | 2439 |
|
|
2023
Q3 | $85.9K | Buy |
29,707
+10,421
| +54% | +$30.1K | ﹤0.01% | 2702 |
|
|
2023
Q2 | $68.6K | Sell |
19,286
-4,853
| -20% | -$17.3K | ﹤0.01% | 2686 |
|
|
2023
Q1 | $96K | Buy |
24,139
+13,771
| +133% | +$54.8K | ﹤0.01% | 2583 |
|
|
2022
Q4 | $37K | Sell |
10,368
-5,355
| -34% | -$19.1K | ﹤0.01% | 2637 |
|
|
2022
Q3 | $51K | Buy |
+15,723
| New | +$51K | ﹤0.01% | 2308 |
|