Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.22M | Buy |
134,446
+49,547
| +58% | +$1.92M | ﹤0.01% | 1686 |
|
2025
Q1 | $1.72M | Buy |
84,899
+11,098
| +15% | +$224K | ﹤0.01% | 2064 |
|
2024
Q4 | $1.75M | Buy |
73,801
+15,394
| +26% | +$365K | ﹤0.01% | 2120 |
|
2024
Q3 | $1.42M | Sell |
58,407
-15,708
| -21% | -$383K | ﹤0.01% | 2215 |
|
2024
Q2 | $2.61M | Buy |
74,115
+61,715
| +498% | +$2.17M | ﹤0.01% | 1853 |
|
2024
Q1 | $558K | Hold |
12,400
| – | – | ﹤0.01% | 2252 |
|
2023
Q4 | $636K | Buy |
12,400
+4,800
| +63% | +$246K | ﹤0.01% | 2238 |
|
2023
Q3 | $254K | Buy |
+7,600
| New | +$254K | ﹤0.01% | 2466 |
|