Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,627
+3,165
| +91% | +$601K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $530K | Sell |
3,462
-306
| -8% | -$46.9K | ﹤0.01% | 2160 |
|
|
2024
Q4 | $572K | Buy |
3,768
+22
| +0.6% | +$3.34K | ﹤0.01% | 2085 |
|
|
2024
Q3 | $592K | Sell |
3,746
-118
| -3% | -$18.7K | ﹤0.01% | 1995 |
|
|
2024
Q2 | $560K | Sell |
3,864
-123
| -3% | -$17.8K | ﹤0.01% | 1965 |
|
|
2024
Q1 | $539K | Sell |
3,987
-2,173
| -35% | -$294K | ﹤0.01% | 1972 |
|
|
2023
Q4 | $728K | Buy |
6,160
+3,126
| +103% | +$369K | ﹤0.01% | 1664 |
|
|
2023
Q3 | $270K | Sell |
3,034
-1,170
| -28% | -$104K | ﹤0.01% | 2252 |
|
|
2023
Q2 | $375K | Buy |
+4,204
| New | +$375K | ﹤0.01% | 1950 |
|