Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
36,749
+13,670
| +59% | +$1.01M | ﹤0.01% | 1163 |
|
|
2025
Q1 | $1.42M | Buy |
23,079
+4,376
| +23% | +$269K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $1.05M | Buy |
18,703
+851
| +5% | +$47.6K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $1.29M | Buy |
17,852
+1,780
| +11% | +$129K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $940K | Buy |
16,072
+1,588
| +11% | +$92.9K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $819K | Buy |
14,484
+2,564
| +22% | +$145K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $609K | Buy |
11,920
+2,721
| +30% | +$139K | ﹤0.01% | 1812 |
|
|
2023
Q3 | $608K | Buy |
9,199
+1,129
| +14% | +$74.7K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $523K | Buy |
8,070
+1,796
| +29% | +$116K | ﹤0.01% | 1711 |
|
|
2023
Q1 | $337K | Sell |
6,274
-82
| -1% | -$4.41K | ﹤0.01% | 1977 |
|
|
2022
Q4 | $388K | Sell |
6,356
-2,700
| -30% | -$165K | ﹤0.01% | 1836 |
|
|
2022
Q3 | $611K | Buy |
+9,056
| New | +$611K | ﹤0.01% | 1300 |
|