Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
77,996
+54,149
| +227% | +$5.56M | 1.13% | 26 |
|
|
2025
Q1 | $2.09M | Sell |
23,847
-639
| -3% | -$55.9K | 0.38% | 58 |
|
|
2024
Q4 | $2.46M | Buy |
24,486
+17,469
| +249% | +$1.76M | 0.43% | 52 |
|
|
2024
Q3 | $686K | Sell |
7,017
-1,187
| -14% | -$116K | 0.12% | 82 |
|
|
2024
Q2 | $629K | Buy |
8,204
+1,856
| +29% | +$142K | 0.11% | 84 |
|
|
2024
Q1 | $542K | Sell |
6,348
-2,252
| -26% | -$192K | 0.1% | 82 |
|
|
2023
Q4 | $625K | Hold |
8,600
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $557K | Sell |
8,600
-433
| -5% | -$28K | 0.11% | 61 |
|
|
2023
Q2 | $584K | Buy |
9,033
+442
| +5% | +$28.6K | 0.1% | 86 |
|
|
2023
Q1 | $475K | Buy |
+8,591
| New | +$475K | 0.07% | 111 |
|