Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.65M | Sell |
148,666
-14,546
| -9% | -$260K | ﹤0.01% | 1173 |
|
2025
Q1 | $3.13M | Buy |
163,212
+22,338
| +16% | +$428K | 0.01% | 998 |
|
2024
Q4 | $1.94M | Buy |
140,874
+54,543
| +63% | +$753K | ﹤0.01% | 1231 |
|
2024
Q3 | $1.5M | Buy |
86,331
+13,966
| +19% | +$242K | ﹤0.01% | 1347 |
|
2024
Q2 | $1.36M | Buy |
72,365
+4,295
| +6% | +$80.8K | ﹤0.01% | 1319 |
|
2024
Q1 | $1.19M | Buy |
68,070
+13,021
| +24% | +$228K | ﹤0.01% | 1397 |
|
2023
Q4 | $914K | Buy |
55,049
+35,955
| +188% | +$597K | ﹤0.01% | 1493 |
|
2023
Q3 | $290K | Buy |
+19,094
| New | +$290K | ﹤0.01% | 2184 |
|