Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
9,729
-1,505
| -13% | -$181K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $1.31M | Sell |
11,234
-751
| -6% | -$87.5K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $1.44M | Buy |
11,985
+1,862
| +18% | +$223K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $1.08M | Buy |
10,123
+3,790
| +60% | +$403K | ﹤0.01% | 1548 |
|
|
2024
Q2 | $598K | Buy |
6,333
+1,191
| +23% | +$112K | ﹤0.01% | 1919 |
|
|
2024
Q1 | $569K | Buy |
5,142
+1,188
| +30% | +$131K | ﹤0.01% | 1934 |
|
|
2023
Q4 | $343K | Buy |
+3,954
| New | +$343K | ﹤0.01% | 2223 |
|