Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Buy |
161,841
+17,393
| +12% | +$206K | ﹤0.01% | 2162 |
|
2025
Q1 | $1.57M | Buy |
144,448
+73,884
| +105% | +$804K | ﹤0.01% | 2102 |
|
2024
Q4 | $802K | Buy |
70,564
+17,573
| +33% | +$200K | ﹤0.01% | 2451 |
|
2024
Q3 | $763K | Sell |
52,991
-12,675
| -19% | -$183K | ﹤0.01% | 2505 |
|
2024
Q2 | $1.25M | Buy |
+65,666
| New | +$1.25M | ﹤0.01% | 2259 |
|