Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
52,405
+13,740
| +36% | +$1.07M | 0.01% | 957 |
|
|
2025
Q1 | $2.85M | Buy |
38,665
+10,011
| +35% | +$739K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $2.34M | Buy |
28,654
+9,172
| +47% | +$749K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $1.36M | Buy |
19,482
+7,058
| +57% | +$492K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $735K | Buy |
12,424
+1,114
| +10% | +$65.9K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $739K | Sell |
11,310
-2,504
| -18% | -$164K | ﹤0.01% | 1732 |
|
|
2023
Q4 | $993K | Sell |
13,814
-4,320
| -24% | -$311K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $1.27M | Buy |
18,134
+8,603
| +90% | +$602K | ﹤0.01% | 1201 |
|
|
2023
Q2 | $647K | Sell |
9,531
-574
| -6% | -$39K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $745K | Sell |
10,105
-872
| -8% | -$64.3K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $744K | Sell |
10,977
-1,498
| -12% | -$102K | ﹤0.01% | 1390 |
|
|
2022
Q3 | $918K | Sell |
12,475
-365
| -3% | -$26.9K | ﹤0.01% | 1096 |
|
|
2022
Q2 | $1.39M | Buy |
12,840
+2,185
| +21% | +$236K | 0.01% | 812 |
|
|
2022
Q1 | $1.25M | Buy |
+10,655
| New | +$1.25M | ﹤0.01% | 865 |
|