Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
9,222
+4,524
| +96% | +$771K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $548K | Buy |
4,698
+2,059
| +78% | +$240K | ﹤0.01% | 2137 |
|
|
2024
Q4 | $359K | Buy |
2,639
+457
| +21% | +$62.2K | ﹤0.01% | 2462 |
|
|
2024
Q3 | $269K | Buy |
2,182
+245
| +13% | +$30.2K | ﹤0.01% | 2671 |
|
|
2024
Q2 | $207K | Buy |
+1,937
| New | +$207K | ﹤0.01% | 2773 |
|
|
2023
Q3 | – | Sell |
-3,599
| Closed | -$425K | – | 2976 |
|
|
2023
Q2 | $425K | Sell |
3,599
-43,513
| -92% | -$5.13M | ﹤0.01% | 1862 |
|
|
2023
Q1 | $4.45M | Sell |
47,112
-823
| -2% | -$77.7K | 0.01% | 672 |
|
|
2022
Q4 | $4.09M | Sell |
47,935
-2,783
| -5% | -$237K | 0.01% | 672 |
|
|
2022
Q3 | $3.22M | Buy |
+50,718
| New | +$3.22M | 0.01% | 626 |
|