Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
41,548
+23,359
| +128% | +$540K | 0.01% | 396 |
|
|
2025
Q1 | $482K | Hold |
18,189
| – | – | 0.01% | 429 |
|
|
2024
Q4 | $732K | Hold |
18,189
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $726K | Hold |
18,189
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $786K | Hold |
18,189
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $892K | Hold |
18,189
| – | – | 0.02% | 404 |
|
|
2023
Q4 | $1.04M | Hold |
18,189
| – | – | 0.02% | 355 |
|
|
2023
Q3 | $833K | Hold |
18,189
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $824K | Hold |
18,189
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $835K | Buy |
+18,189
| New | +$835K | 0.02% | 312 |
|