Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
3,390
+2,310
| +214% | +$364K | 0.01% | 242 |
|
|
2025
Q1 | $190K | Hold |
1,080
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $213K | Sell |
1,080
-990
| -48% | -$195K | 0.01% | 323 |
|
|
2024
Q3 | $491K | Sell |
2,070
-557
| -21% | -$132K | 0.01% | 250 |
|
|
2024
Q2 | $555K | Buy |
2,627
+80
| +3% | +$16.9K | 0.02% | 266 |
|
|
2024
Q1 | $644K | Buy |
+2,547
| New | +$644K | 0.02% | 249 |
|