Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
81,187
+3,058
| +4% | +$281K | 0.01% | 706 |
|
|
2025
Q1 | $6.87M | Buy |
78,129
+4,875
| +7% | +$429K | 0.01% | 688 |
|
|
2024
Q4 | $6.78M | Buy |
73,254
+5,851
| +9% | +$541K | 0.01% | 682 |
|
|
2024
Q3 | $6.25M | Buy |
67,403
+3,578
| +6% | +$332K | 0.01% | 710 |
|
|
2024
Q2 | $4.79M | Buy |
63,825
+7,724
| +14% | +$579K | 0.01% | 744 |
|
|
2024
Q1 | $4.84M | Buy |
56,101
+31,661
| +130% | +$2.73M | 0.01% | 747 |
|
|
2023
Q4 | $1.69M | Buy |
24,440
+7,091
| +41% | +$490K | ﹤0.01% | 1135 |
|
|
2023
Q3 | $950K | Sell |
17,349
-2,593
| -13% | -$142K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $1.11M | Buy |
19,942
+1,402
| +8% | +$78K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $942K | Buy |
18,540
+409
| +2% | +$20.8K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $722K | Buy |
18,131
+2,662
| +17% | +$106K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $499K | Buy |
+15,469
| New | +$499K | ﹤0.01% | 1421 |
|