Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
15,511
+927
| +6% | +$202K | ﹤0.01% | 575 |
|
|
2025
Q1 | $1.98M | Sell |
14,584
-8,814
| -38% | -$1.2M | ﹤0.01% | 613 |
|
|
2024
Q4 | $3.37M | Sell |
23,398
-14,062
| -38% | -$2.02M | ﹤0.01% | 582 |
|
|
2024
Q3 | $4.49M | Sell |
37,460
-4,943
| -12% | -$592K | 0.01% | 557 |
|
|
2024
Q2 | $4.61M | Hold |
42,403
| – | – | 0.01% | 551 |
|
|
2024
Q1 | $5.68M | Hold |
42,403
| – | – | 0.05% | 381 |
|
|
2023
Q4 | $5.4M | Buy |
42,403
+6,427
| +18% | +$819K | 0.01% | 510 |
|
|
2023
Q3 | $4.56M | Buy |
+35,976
| New | +$4.56M | 0.01% | 516 |
|