Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
18,722
-635
| -3% | -$92.2K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $2.45M | Buy |
19,357
+2,452
| +15% | +$310K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $1.76M | Buy |
16,905
+3,698
| +28% | +$384K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $1.13M | Buy |
13,207
+1,901
| +17% | +$162K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $797K | Sell |
11,306
-2,219
| -16% | -$156K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $853K | Sell |
13,525
-2,649
| -16% | -$167K | ﹤0.01% | 1626 |
|
|
2023
Q4 | $960K | Buy |
+16,174
| New | +$960K | ﹤0.01% | 1458 |
|