Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.26M | Buy |
20,696
+5,823
| +39% | +$918K | ﹤0.01% | 1060 |
|
2025
Q1 | $2.62M | Buy |
14,873
+801
| +6% | +$141K | ﹤0.01% | 1096 |
|
2024
Q4 | $2.77M | Sell |
14,072
-3,736
| -21% | -$734K | ﹤0.01% | 1044 |
|
2024
Q3 | $4.22M | Buy |
17,808
+2,347
| +15% | +$556K | 0.01% | 847 |
|
2024
Q2 | $3.27M | Sell |
15,461
-2
| -0% | -$423 | 0.01% | 890 |
|
2024
Q1 | $3.91M | Buy |
15,463
+1,019
| +7% | +$258K | 0.01% | 819 |
|
2023
Q4 | $3.34M | Sell |
14,444
-122
| -0.8% | -$28.2K | 0.01% | 838 |
|
2023
Q3 | $2.87M | Buy |
14,566
+1,197
| +9% | +$236K | 0.01% | 827 |
|
2023
Q2 | $3M | Buy |
13,369
+1,016
| +8% | +$228K | 0.01% | 826 |
|
2023
Q1 | $2.46M | Sell |
12,353
-533
| -4% | -$106K | 0.01% | 867 |
|
2022
Q4 | $2.64M | Sell |
12,886
-391
| -3% | -$80.1K | 0.01% | 810 |
|
2022
Q3 | $2.41M | Buy |
+13,277
| New | +$2.41M | 0.01% | 703 |
|
2019
Q3 | – | Sell |
-1,766
| Closed | -$284K | – | 856 |
|
2019
Q2 | $284K | Buy |
1,766
+69
| +4% | +$11.1K | ﹤0.01% | 904 |
|
2019
Q1 | $244K | Buy |
+1,697
| New | +$244K | ﹤0.01% | 894 |
|