Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
38,174
+1,349
| +4% | +$71.8K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $2.69M | Buy |
36,825
+2,552
| +7% | +$187K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $2.57M | Sell |
34,273
-20,190
| -37% | -$1.51M | ﹤0.01% | 1087 |
|
|
2024
Q3 | $4.3M | Sell |
54,463
-3,620
| -6% | -$286K | 0.01% | 837 |
|
|
2024
Q2 | $4.3M | Sell |
58,083
-481
| -0.8% | -$35.6K | 0.01% | 785 |
|
|
2024
Q1 | $5.04M | Buy |
58,564
+26,391
| +82% | +$2.27M | 0.01% | 724 |
|
|
2023
Q4 | $2.37M | Sell |
32,173
-2,656
| -8% | -$196K | 0.01% | 977 |
|
|
2023
Q3 | $2.58M | Buy |
34,829
+4,927
| +16% | +$365K | 0.01% | 871 |
|
|
2023
Q2 | $2.24M | Buy |
29,902
+1,490
| +5% | +$111K | 0.01% | 928 |
|
|
2023
Q1 | $1.94M | Buy |
28,412
+4,474
| +19% | +$305K | 0.01% | 975 |
|
|
2022
Q4 | $1.54M | Buy |
23,938
+3,017
| +14% | +$194K | ﹤0.01% | 1032 |
|
|
2022
Q3 | $1.22M | Buy |
20,921
+376
| +2% | +$21.9K | ﹤0.01% | 968 |
|
|
2022
Q2 | $1.12M | Buy |
20,545
+2,952
| +17% | +$160K | ﹤0.01% | 872 |
|
|
2022
Q1 | $1.07M | Buy |
17,593
+4,243
| +32% | +$259K | ﹤0.01% | 914 |
|
|
2021
Q4 | $1.02M | Buy |
+13,350
| New | +$1.02M | ﹤0.01% | 822 |
|
|
2018
Q4 | – | Sell |
-2,922
| Closed | -$206K | – | 862 |
|
|
2018
Q3 | $206K | Buy |
+2,922
| New | +$206K | 0.01% | 761 |
|