Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
122,682
-30,604
| -20% | -$2.81M | 0.01% | 465 |
|
|
2025
Q1 | $13.5M | Sell |
153,286
-17,156
| -10% | -$1.51M | 0.02% | 428 |
|
|
2024
Q4 | $15.8M | Hold |
170,442
| – | – | 0.02% | 394 |
|
|
2024
Q3 | $15.8M | Buy |
170,442
+69,418
| +69% | +$6.44M | 0.02% | 390 |
|
|
2024
Q2 | $7.57M | Buy |
+101,024
| New | +$7.57M | 0.01% | 475 |
|