Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.12M | Buy |
178,880
+22,913
| +15% | +$911K | 0.01% | 731 |
|
2025
Q1 | $5.98M | Buy |
155,967
+8,785
| +6% | +$337K | 0.01% | 749 |
|
2024
Q4 | $6.43M | Buy |
147,182
+4,806
| +3% | +$210K | 0.01% | 707 |
|
2024
Q3 | $6.85M | Buy |
142,376
+1,047
| +0.7% | +$50.4K | 0.01% | 670 |
|
2024
Q2 | $4.76M | Buy |
+141,329
| New | +$4.76M | 0.01% | 748 |
|