Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
39,215
+7,125
| +22% | +$653K | 0.01% | 1014 |
|
|
2025
Q1 | $2.95M | Sell |
32,090
-16
| -0% | -$1.47K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $2.72M | Sell |
32,106
-9,413
| -23% | -$797K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $3.28M | Sell |
41,519
-66
| -0.2% | -$5.22K | 0.01% | 943 |
|
|
2024
Q2 | $3.11M | Buy |
41,585
+789
| +2% | +$59K | 0.01% | 905 |
|
|
2024
Q1 | $3.19M | Sell |
40,796
-4,625
| -10% | -$362K | 0.01% | 897 |
|
|
2023
Q4 | $3.16M | Buy |
45,421
+24,442
| +117% | +$1.7M | 0.01% | 859 |
|
|
2023
Q3 | $1.33M | Buy |
20,979
+1,652
| +9% | +$105K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $1.15M | Buy |
19,327
+1,852
| +11% | +$110K | ﹤0.01% | 1224 |
|
|
2023
Q1 | $1.01M | Buy |
17,475
+3,680
| +27% | +$214K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $804K | Buy |
13,795
+1,546
| +13% | +$90.1K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $610K | Buy |
+12,249
| New | +$610K | ﹤0.01% | 1303 |
|