Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
88,220
+4,469
| +5% | +$32.8K | ﹤0.01% | 2134 |
|
|
2025
Q1 | $523K | Buy |
83,751
+2,060
| +3% | +$12.9K | ﹤0.01% | 2172 |
|
|
2024
Q4 | $422K | Buy |
81,691
+70,813
| +651% | +$365K | ﹤0.01% | 2326 |
|
|
2024
Q3 | $57.1K | Buy |
+10,878
| New | +$57.1K | ﹤0.01% | 3175 |
|
|
2023
Q3 | – | Sell |
-10,097
| Closed | -$26.5K | – | 2958 |
|
|
2023
Q2 | $26.5K | Buy |
+10,097
| New | +$26.5K | ﹤0.01% | 2763 |
|