Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.14M | Buy |
390,589
+107,216
| +38% | +$1.69M | ﹤0.01% | 1607 |
|
2025
Q1 | $5.41M | Sell |
283,373
-2,131
| -0.7% | -$40.7K | ﹤0.01% | 1527 |
|
2024
Q4 | $6.81M | Buy |
285,504
+37,916
| +15% | +$904K | ﹤0.01% | 1451 |
|
2024
Q3 | $6.93M | Buy |
247,588
+4,415
| +2% | +$124K | ﹤0.01% | 1405 |
|
2024
Q2 | $6.36M | Buy |
243,173
+137,547
| +130% | +$3.6M | ﹤0.01% | 1358 |
|
2024
Q1 | $2.31M | Sell |
105,626
-13,300
| -11% | -$291K | ﹤0.01% | 1619 |
|
2023
Q4 | $2.77M | Sell |
118,926
-7,814
| -6% | -$182K | ﹤0.01% | 1526 |
|
2023
Q3 | $2.5M | Sell |
126,740
-96,922
| -43% | -$1.91M | ﹤0.01% | 1511 |
|
2023
Q2 | $4.39M | Hold |
223,662
| – | – | ﹤0.01% | 1294 |
|
2023
Q1 | $4.39M | Buy |
223,662
+19,890
| +10% | +$391K | ﹤0.01% | 1294 |
|
2022
Q4 | $3.5M | Buy |
+203,772
| New | +$3.5M | ﹤0.01% | 1296 |
|