Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
32,513
+8,918
| +38% | +$180K | 0.01% | 851 |
|
|
2025
Q1 | $324K | Buy |
23,595
+309
| +1% | +$4.25K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $276K | Buy |
23,286
+3,303
| +17% | +$39.1K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $358K | Buy |
19,983
+818
| +4% | +$14.7K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $337K | Buy |
19,165
+4,560
| +31% | +$80.2K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $375K | Buy |
14,605
+106
| +0.7% | +$2.72K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $378K | Sell |
14,499
-79
| -0.5% | -$2.06K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $336K | Buy |
14,578
+264
| +2% | +$6.09K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $336K | Buy |
+14,314
| New | +$336K | ﹤0.01% | 1026 |
|