Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
62,414
+22,402
| +56% | +$410K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $727K | Buy |
40,012
+4,265
| +12% | +$77.5K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $794K | Buy |
35,747
+16,463
| +85% | +$365K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $461K | Buy |
19,284
+730
| +4% | +$17.5K | ﹤0.01% | 2197 |
|
|
2024
Q2 | $391K | Sell |
18,554
-876
| -5% | -$18.4K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $453K | Buy |
19,430
+9,192
| +90% | +$214K | ﹤0.01% | 2101 |
|
|
2023
Q4 | $281K | Sell |
10,238
-1,255
| -11% | -$34.4K | ﹤0.01% | 2409 |
|
|
2023
Q3 | $194K | Buy |
+11,493
| New | +$194K | ﹤0.01% | 2521 |
|