Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
17,015
+1,730
| +11% | +$181K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $1.53M | Buy |
15,285
+454
| +3% | +$45.3K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $1.62M | Buy |
14,831
+59
| +0.4% | +$6.45K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $1.7M | Buy |
14,772
+2,804
| +23% | +$322K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $1.19M | Sell |
11,968
-3,975
| -25% | -$397K | ﹤0.01% | 1394 |
|
|
2024
Q1 | $1.76M | Buy |
15,943
+887
| +6% | +$98K | ﹤0.01% | 1184 |
|
|
2023
Q4 | $1.61M | Buy |
15,056
+4,347
| +41% | +$466K | ﹤0.01% | 1160 |
|
|
2023
Q3 | $1.05M | Buy |
10,709
+1,005
| +10% | +$99K | ﹤0.01% | 1289 |
|
|
2023
Q2 | $1.02M | Sell |
9,704
-1,519
| -14% | -$160K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $1.08M | Buy |
11,223
+815
| +8% | +$78.4K | ﹤0.01% | 1229 |
|
|
2022
Q4 | $896K | Buy |
10,408
+3,382
| +48% | +$291K | ﹤0.01% | 1301 |
|
|
2022
Q3 | $529K | Buy |
+7,026
| New | +$529K | ﹤0.01% | 1383 |
|