Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Sell |
76,590
-500
| -0.6% | -$56.4K | 0.01% | 493 |
|
|
2025
Q1 | $7.15M | Buy |
77,090
+1,278
| +2% | +$119K | 0.01% | 510 |
|
|
2024
Q4 | $8.1M | Buy |
75,812
+2,989
| +4% | +$319K | 0.01% | 485 |
|
|
2024
Q3 | $7.52M | Hold |
72,823
| – | – | 0.01% | 487 |
|
|
2024
Q2 | $6.42M | Buy |
72,823
+8,694
| +14% | +$766K | 0.01% | 497 |
|
|
2024
Q1 | $6.29M | Buy |
64,129
+7,412
| +13% | +$727K | 0.05% | 369 |
|
|
2023
Q4 | $5.24M | Sell |
56,717
-25,419
| -31% | -$2.35M | 0.01% | 513 |
|
|
2023
Q3 | $6.82M | Buy |
82,136
+23,128
| +39% | +$1.92M | 0.01% | 466 |
|
|
2023
Q2 | $5M | Buy |
+59,008
| New | +$5M | 0.01% | 518 |
|