Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
23,035
+1,988
| +9% | +$181K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $1.93M | Buy |
21,047
+4,252
| +25% | +$389K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $1.43M | Sell |
16,795
-639
| -4% | -$54.4K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $1.53M | Buy |
17,434
+2,075
| +14% | +$182K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $1.21M | Sell |
15,359
-5,799
| -27% | -$458K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $1.91M | Buy |
21,158
+4,548
| +27% | +$411K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $1.46M | Sell |
16,610
-481
| -3% | -$42.3K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $1.44M | Buy |
17,091
+2,300
| +16% | +$194K | ﹤0.01% | 1136 |
|
|
2023
Q2 | $1.46M | Buy |
14,791
+1,466
| +11% | +$145K | ﹤0.01% | 1104 |
|
|
2023
Q1 | $1.28M | Buy |
13,325
+1,074
| +9% | +$103K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $1.11M | Buy |
12,251
+927
| +8% | +$84.3K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $900K | Buy |
11,324
+1,175
| +12% | +$93.4K | ﹤0.01% | 1105 |
|
|
2022
Q2 | $845K | Buy |
+10,149
| New | +$845K | ﹤0.01% | 963 |
|