Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
16,781
+8,745
| +109% | +$1.12M | ﹤0.01% | 2103 |
|
|
2025
Q1 | $1.07M | Sell |
8,036
-385
| -5% | -$51.4K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $611K | Buy |
8,421
+3,459
| +70% | +$251K | ﹤0.01% | 2520 |
|
|
2024
Q3 | $187K | Sell |
4,962
-1,228
| -20% | -$46.4K | ﹤0.01% | 2764 |
|
|
2024
Q2 | $319K | Buy |
+6,190
| New | +$319K | ﹤0.01% | 2714 |
|
|
2022
Q3 | – | Sell |
-3,394
| Closed | -$72.7K | – | 2770 |
|
|
2022
Q2 | $72.7K | Hold |
3,394
| – | – | ﹤0.01% | 2661 |
|
|
2022
Q1 | $120K | Hold |
3,394
| – | – | ﹤0.01% | 2724 |
|
|
2021
Q4 | $189K | Buy |
+3,394
| New | +$189K | ﹤0.01% | 2771 |
|