Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
1,642
+10
| +0.6% | +$1.72K | 0.1% | 52 |
|
|
2025
Q1 | $360K | Buy |
1,632
+10
| +0.6% | +$2.21K | 0.15% | 41 |
|
|
2024
Q4 | $333K | Buy |
1,622
+5
| +0.3% | +$1.03K | 0.14% | 41 |
|
|
2024
Q3 | $290K | Buy |
1,617
+9
| +0.6% | +$1.62K | 0.13% | 44 |
|
|
2024
Q2 | $240K | Hold |
1,608
| – | – | 0.11% | 43 |
|
|
2024
Q1 | $257K | Hold |
1,608
| – | – | 0.13% | 41 |
|
|
2023
Q4 | $214K | Buy |
+1,608
| New | +$214K | 0.11% | 44 |
|
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$206K | – | 208 |
|
|
2023
Q2 | $206K | Sell |
1,600
-4
| -0.2% | -$515 | 0.11% | 40 |
|
|
2023
Q1 | $192K | Buy |
+1,604
| New | +$192K | 0.12% | 40 |
|