Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
35,311
+14,356
| +69% | +$605K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $823K | Buy |
20,955
+1,112
| +6% | +$43.7K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $878K | Buy |
19,843
+10,410
| +110% | +$460K | ﹤0.01% | 1750 |
|
|
2024
Q3 | $526K | Sell |
9,433
-5,364
| -36% | -$299K | ﹤0.01% | 2092 |
|
|
2024
Q2 | $1.1M | Buy |
14,797
+8,691
| +142% | +$647K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $460K | Sell |
6,106
-1,895
| -24% | -$143K | ﹤0.01% | 2092 |
|
|
2023
Q4 | $549K | Buy |
8,001
+4,988
| +166% | +$342K | ﹤0.01% | 1882 |
|
|
2023
Q3 | $226K | Buy |
+3,013
| New | +$226K | ﹤0.01% | 2407 |
|