Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
63,170
+31,949
| +102% | +$4.98M | 1.39% | 20 |
|
|
2025
Q1 | $5.14M | Sell |
31,221
-349
| -1% | -$57.5K | 0.92% | 25 |
|
|
2024
Q4 | $5.14M | Buy |
31,570
+13,641
| +76% | +$2.22M | 0.89% | 33 |
|
|
2024
Q3 | $3.5M | Sell |
17,929
-282
| -2% | -$55.1K | 0.61% | 40 |
|
|
2024
Q2 | $3.16M | Hold |
18,211
| – | – | 0.58% | 42 |
|
|
2024
Q1 | $3.08M | Buy |
18,211
+15,225
| +510% | +$2.58M | 0.55% | 41 |
|
|
2023
Q4 | $589K | Buy |
+2,986
| New | +$589K | 0.12% | 59 |
|