Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
31,389
+9,003
| +40% | +$430K | ﹤0.01% | 1516 |
|
|
2025
Q1 | $1.02M | Buy |
22,386
+2,649
| +13% | +$121K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $821K | Sell |
19,737
-515
| -3% | -$21.4K | ﹤0.01% | 1793 |
|
|
2024
Q3 | $920K | Buy |
20,252
+4,230
| +26% | +$192K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $622K | Buy |
16,022
+935
| +6% | +$36.3K | ﹤0.01% | 1885 |
|
|
2024
Q1 | $596K | Sell |
15,087
-6,193
| -29% | -$245K | ﹤0.01% | 1893 |
|
|
2023
Q4 | $875K | Buy |
21,280
+6,005
| +39% | +$247K | ﹤0.01% | 1526 |
|
|
2023
Q3 | $580K | Buy |
15,275
+900
| +6% | +$34.2K | ﹤0.01% | 1683 |
|
|
2023
Q2 | $619K | Buy |
14,375
+3,204
| +29% | +$138K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $475K | Buy |
11,171
+4,140
| +59% | +$176K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $282K | Sell |
7,031
-64
| -0.9% | -$2.57K | ﹤0.01% | 2078 |
|
|
2022
Q3 | $270K | Buy |
+7,095
| New | +$270K | ﹤0.01% | 1850 |
|