Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
17,496
+3,922
| +29% | +$676K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $2.1M | Buy |
13,574
+826
| +6% | +$128K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $2.34M | Buy |
12,748
+450
| +4% | +$82.7K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $2.22M | Sell |
12,298
-459
| -4% | -$83K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $2.32M | Buy |
12,757
+990
| +8% | +$180K | ﹤0.01% | 1037 |
|
|
2024
Q1 | $2.22M | Buy |
11,767
+128
| +1% | +$24.2K | ﹤0.01% | 1058 |
|
|
2023
Q4 | $2.04M | Buy |
11,639
+2,762
| +31% | +$483K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $1.26M | Buy |
8,877
+873
| +11% | +$124K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $1.14M | Buy |
8,004
+45
| +0.6% | +$6.4K | ﹤0.01% | 1228 |
|
|
2023
Q1 | $1.02M | Sell |
7,959
-384
| -5% | -$49.2K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $1M | Buy |
8,343
+2,013
| +32% | +$242K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $662K | Buy |
+6,330
| New | +$662K | ﹤0.01% | 1252 |
|
|
2019
Q3 | – | Sell |
-3,692
| Closed | -$331K | – | 956 |
|
|
2019
Q2 | $331K | Sell |
3,692
-76
| -2% | -$6.81K | ﹤0.01% | 845 |
|
|
2019
Q1 | $347K | Buy |
+3,768
| New | +$347K | ﹤0.01% | 763 |
|