Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
15,500
+9,172
| +145% | +$1.58M | 0.38% | 58 |
|
|
2025
Q1 | $981K | Buy |
6,328
+6,000
| +1,829% | +$930K | 0.18% | 76 |
|
|
2024
Q4 | $60.3K | Sell |
328
-14
| -4% | -$2.57K | 0.01% | 126 |
|
|
2024
Q3 | $61.8K | Sell |
342
-2,449
| -88% | -$442K | 0.01% | 119 |
|
|
2024
Q2 | $507K | Buy |
2,791
+342
| +14% | +$62.1K | 0.09% | 93 |
|
|
2024
Q1 | $463K | Buy |
+2,449
| New | +$463K | 0.08% | 85 |
|