Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
36,443
+12,222
| +50% | +$665K | 0.28% | 68 |
|
|
2025
Q1 | $1.41M | Sell |
24,221
-466
| -2% | -$27.1K | 0.25% | 70 |
|
|
2024
Q4 | $1.7M | Buy |
24,687
+18,198
| +280% | +$1.26M | 0.29% | 66 |
|
|
2024
Q3 | $432K | Buy |
6,489
+300
| +5% | +$20K | 0.07% | 96 |
|
|
2024
Q2 | $459K | Buy |
6,189
+5,452
| +740% | +$404K | 0.08% | 97 |
|
|
2024
Q1 | $73.5K | Hold |
737
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $61K | Buy |
+737
| New | +$61K | 0.01% | 120 |
|