Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
92,084
+73,123
| +386% | +$1.48M | 0.01% | 711 |
|
|
2025
Q1 | $261K | Buy |
18,961
+600
| +3% | +$8.25K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $218K | Buy |
18,361
+2,200
| +14% | +$26.1K | ﹤0.01% | 1476 |
|
|
2024
Q3 | $290K | Hold |
16,161
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q2 | $284K | Sell |
16,161
-21,889
| -58% | -$385K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $976K | Sell |
38,050
-389
| -1% | -$9.98K | ﹤0.01% | 924 |
|
|
2023
Q4 | $1M | Buy |
38,439
+3,029
| +9% | +$79K | ﹤0.01% | 909 |
|
|
2023
Q3 | $816K | Buy |
+35,410
| New | +$816K | ﹤0.01% | 981 |
|