Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
74,051
+2,817
| +4% | +$259K | 0.06% | 260 |
|
|
2025
Q1 | $6.27M | Buy |
71,234
+2,705
| +4% | +$238K | 0.06% | 250 |
|
|
2024
Q4 | $6.34M | Buy |
68,529
+9,314
| +16% | +$862K | 0.06% | 253 |
|
|
2024
Q3 | $5.49M | Buy |
59,215
+1,936
| +3% | +$180K | 0.05% | 285 |
|
|
2024
Q2 | $4.29M | Buy |
+57,279
| New | +$4.29M | 0.04% | 326 |
|