Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
372,279
+113,546
| +44% | +$1.53M | ﹤0.01% | 1700 |
|
|
2025
Q1 | $3.77M | Buy |
258,733
+32,708
| +14% | +$477K | ﹤0.01% | 1704 |
|
|
2024
Q4 | $4.58M | Buy |
226,025
+25,607
| +13% | +$519K | ﹤0.01% | 1648 |
|
|
2024
Q3 | $2.32M | Sell |
200,418
-3,056
| -2% | -$35.4K | ﹤0.01% | 1964 |
|
|
2024
Q2 | $2.85M | Buy |
203,474
+77,906
| +62% | +$1.09M | ﹤0.01% | 1806 |
|
|
2024
Q1 | $1.95M | Buy |
125,568
+13,216
| +12% | +$205K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $2.14M | Buy |
112,352
+3,528
| +3% | +$67.1K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $1.99M | Buy |
108,824
+1,023
| +0.9% | +$18.7K | ﹤0.01% | 1629 |
|
|
2023
Q2 | $2.28M | Hold |
107,801
| – | – | ﹤0.01% | 1580 |
|
|
2023
Q1 | $2.28M | Buy |
107,801
+11,173
| +12% | +$236K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $1.33M | Buy |
96,628
+29,307
| +44% | +$404K | ﹤0.01% | 1716 |
|
|
2022
Q3 | $1.5M | Sell |
67,321
-14,571
| -18% | -$324K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $1.44M | Sell |
81,892
-92,720
| -53% | -$1.63M | ﹤0.01% | 1772 |
|
|
2022
Q1 | $6.98M | Sell |
174,612
-160
| -0.1% | -$6.4K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $13M | Buy |
174,772
+102,951
| +143% | +$7.67M | 0.01% | 1028 |
|
|
2021
Q3 | $7.46M | Buy |
71,821
+20,932
| +41% | +$2.17M | ﹤0.01% | 1202 |
|
|
2021
Q2 | $3.16M | Buy |
+50,889
| New | +$3.16M | ﹤0.01% | 1630 |
|