Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
183,224
+41,219
| +29% | +$370K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $1M | Buy |
142,005
+38,605
| +37% | +$273K | ﹤0.01% | 2305 |
|
|
2024
Q4 | $1.35M | Buy |
103,400
+31,654
| +44% | +$412K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $385K | Sell |
71,746
-17,945
| -20% | -$96.2K | ﹤0.01% | 2687 |
|
|
2024
Q2 | $498K | Buy |
+89,691
| New | +$498K | ﹤0.01% | 2632 |
|