Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
10,734
+3,819
| +55% | +$183K | ﹤0.01% | 2311 |
|
|
2025
Q1 | $344K | Buy |
6,915
+1,688
| +32% | +$84.1K | ﹤0.01% | 2497 |
|
|
2024
Q4 | $303K | Buy |
5,227
+420
| +9% | +$24.3K | ﹤0.01% | 2610 |
|
|
2024
Q3 | $313K | Buy |
4,807
+124
| +3% | +$8.06K | ﹤0.01% | 2533 |
|
|
2024
Q2 | $300K | Buy |
4,683
+205
| +5% | +$13.1K | ﹤0.01% | 2451 |
|
|
2024
Q1 | $285K | Buy |
4,478
+171
| +4% | +$10.9K | ﹤0.01% | 2476 |
|
|
2023
Q4 | $239K | Sell |
4,307
-211
| -5% | -$11.7K | ﹤0.01% | 2540 |
|
|
2023
Q3 | $266K | Buy |
4,518
+166
| +4% | +$9.78K | ﹤0.01% | 2266 |
|
|
2023
Q2 | $283K | Sell |
4,352
-235
| -5% | -$15.3K | ﹤0.01% | 2173 |
|
|
2023
Q1 | $252K | Buy |
4,587
+613
| +15% | +$33.7K | ﹤0.01% | 2211 |
|
|
2022
Q4 | $210K | Buy |
+3,974
| New | +$210K | ﹤0.01% | 2320 |
|