Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
271,489
+44,756
| +20% | +$295K | ﹤0.01% | 2192 |
|
|
2025
Q1 | $984K | Sell |
226,733
-5,143
| -2% | -$22.3K | ﹤0.01% | 2319 |
|
|
2024
Q4 | $1.89M | Buy |
231,876
+48,207
| +26% | +$392K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $1.17M | Sell |
183,669
-16,953
| -8% | -$108K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $2.11M | Buy |
200,622
+102,834
| +105% | +$1.08M | ﹤0.01% | 1965 |
|
|
2024
Q1 | $1.11M | Hold |
97,788
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q4 | $1.44M | Sell |
97,788
-673
| -0.7% | -$9.92K | ﹤0.01% | 1833 |
|
|
2023
Q3 | $1.47M | Buy |
98,461
+8,241
| +9% | +$123K | ﹤0.01% | 1766 |
|
|
2023
Q2 | $1.76M | Hold |
90,220
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q1 | $1.76M | Buy |
90,220
+19,521
| +28% | +$382K | ﹤0.01% | 1729 |
|
|
2022
Q4 | $1.49M | Sell |
70,699
-2,426
| -3% | -$51.1K | ﹤0.01% | 1667 |
|
|
2022
Q3 | $1.57M | Sell |
73,125
-17,804
| -20% | -$383K | ﹤0.01% | 1720 |
|
|
2022
Q2 | $2.56M | Buy |
90,929
+3,366
| +4% | +$94.8K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $2.54M | Buy |
87,563
+3,413
| +4% | +$98.9K | ﹤0.01% | 1676 |
|
|
2021
Q4 | $2.85M | Buy |
84,150
+23,295
| +38% | +$789K | ﹤0.01% | 1701 |
|
|
2021
Q3 | $3.04M | Sell |
60,855
-9,067
| -13% | -$453K | ﹤0.01% | 1625 |
|
|
2021
Q2 | $4.03M | Buy |
+69,922
| New | +$4.03M | ﹤0.01% | 1477 |
|