Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
165,255
+41,511
| +34% | +$281K | ﹤0.01% | 2363 |
|
2025
Q1 | $637K | Buy |
123,744
+11,709
| +10% | +$60.3K | ﹤0.01% | 2447 |
|
2024
Q4 | $639K | Buy |
112,035
+24,507
| +28% | +$140K | ﹤0.01% | 2506 |
|
2024
Q3 | $607K | Buy |
87,528
+5,613
| +7% | +$38.9K | ﹤0.01% | 2589 |
|
2024
Q2 | $491K | Buy |
81,915
+70,276
| +604% | +$421K | ﹤0.01% | 2634 |
|
2024
Q1 | $55.4K | Hold |
11,639
| – | – | ﹤0.01% | 2504 |
|
2023
Q4 | $76.7K | Hold |
11,639
| – | – | ﹤0.01% | 2531 |
|
2023
Q3 | $108K | Buy |
+11,639
| New | +$108K | ﹤0.01% | 2560 |
|