Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
107,711
+32,060
| +42% | +$328K | ﹤0.01% | 2367 |
|
2025
Q1 | $889K | Buy |
75,651
+4,473
| +6% | +$52.6K | ﹤0.01% | 2359 |
|
2024
Q4 | $898K | Buy |
71,178
+2,222
| +3% | +$28K | ﹤0.01% | 2412 |
|
2024
Q3 | $739K | Sell |
68,956
-10,992
| -14% | -$118K | ﹤0.01% | 2519 |
|
2024
Q2 | $678K | Buy |
+79,948
| New | +$678K | ﹤0.01% | 2543 |
|