Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
34,105
+5,916
| +21% | +$221K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $1.1M | Buy |
28,189
+759
| +3% | +$29.7K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $1.04M | Buy |
27,430
+1,245
| +5% | +$47K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $832K | Sell |
26,185
-7,733
| -23% | -$246K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $1.03M | Sell |
33,918
-3,104
| -8% | -$94.7K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $1.45M | Buy |
37,022
+8,765
| +31% | +$344K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $982K | Buy |
28,257
+4,485
| +19% | +$156K | ﹤0.01% | 1441 |
|
|
2023
Q3 | $751K | Sell |
23,772
-1,544
| -6% | -$48.8K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $758K | Buy |
25,316
+253
| +1% | +$7.58K | ﹤0.01% | 1466 |
|
|
2023
Q1 | $712K | Buy |
25,063
+2,608
| +12% | +$74.1K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $789K | Sell |
22,455
-189
| -0.8% | -$6.64K | ﹤0.01% | 1362 |
|
|
2022
Q3 | $586K | Buy |
+22,644
| New | +$586K | ﹤0.01% | 1326 |
|