Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
69,873
+15,865
| +29% | +$471K | 0.02% | 653 |
|
|
2025
Q1 | $1.83M | Buy |
54,008
+454
| +0.8% | +$15.4K | 0.02% | 577 |
|
|
2024
Q4 | $1.63M | Buy |
53,554
+9,119
| +21% | +$278K | 0.02% | 578 |
|
|
2024
Q3 | $1.39M | Buy |
44,435
+24,610
| +124% | +$771K | 0.03% | 451 |
|
|
2024
Q2 | $716K | Buy |
19,825
+9,693
| +96% | +$350K | 0.03% | 437 |
|
|
2024
Q1 | $382K | Buy |
10,132
+3,879
| +62% | +$146K | 0.05% | 325 |
|
|
2023
Q4 | $223K | Buy |
+6,253
| New | +$223K | 0.05% | 253 |
|