Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,055
+206
| +7% | +$73.1K | 0.43% | 52 |
|
|
2025
Q1 | $999K | Sell |
2,849
-1,388
| -33% | -$486K | 0.53% | 41 |
|
|
2024
Q4 | $1.34M | Buy |
4,237
+154
| +4% | +$48.7K | 0.67% | 40 |
|
|
2024
Q3 | $1.12M | Buy |
4,083
+11
| +0.3% | +$3.02K | 0.92% | 25 |
|
|
2024
Q2 | $1.07M | Buy |
4,072
+196
| +5% | +$51.4K | 0.7% | 30 |
|
|
2024
Q1 | $1.08M | Buy |
3,876
+24
| +0.6% | +$6.7K | 1.2% | 19 |
|
|
2023
Q4 | $1M | Buy |
+3,852
| New | +$1M | 1.27% | 16 |
|