Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
64,055
-3,315
| -5% | -$142K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $1.49M | Buy |
67,370
+12,891
| +24% | +$285K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $2.28M | Buy |
54,479
+350
| +0.6% | +$14.6K | ﹤0.01% | 1148 |
|
|
2024
Q3 | $474K | Buy |
54,129
+30,461
| +129% | +$267K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $166K | Sell |
23,668
-862
| -4% | -$6.06K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $245K | Buy |
24,530
+12,938
| +112% | +$129K | ﹤0.01% | 2602 |
|
|
2023
Q4 | $144K | Sell |
11,592
-960
| -8% | -$11.9K | ﹤0.01% | 2780 |
|
|
2023
Q3 | $187K | Buy |
+12,552
| New | +$187K | ﹤0.01% | 2529 |
|