Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
8,825
+1,710
| +24% | +$186K | ﹤0.01% | 1819 |
|
|
2025
Q1 | $589K | Buy |
7,115
+2,235
| +46% | +$185K | ﹤0.01% | 2073 |
|
|
2024
Q4 | $383K | Buy |
4,880
+195
| +4% | +$15.3K | ﹤0.01% | 2404 |
|
|
2024
Q3 | $376K | Buy |
4,685
+462
| +11% | +$37.1K | ﹤0.01% | 2378 |
|
|
2024
Q2 | $353K | Sell |
4,223
-52
| -1% | -$4.35K | ﹤0.01% | 2327 |
|
|
2024
Q1 | $355K | Buy |
4,275
+264
| +7% | +$21.9K | ﹤0.01% | 2303 |
|
|
2023
Q4 | $322K | Buy |
4,011
+826
| +26% | +$66.2K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $207K | Buy |
+3,185
| New | +$207K | ﹤0.01% | 2479 |
|