Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
2,640
-1,540
| -37% | -$199K | 0.01% | 267 |
|
|
2025
Q1 | $503K | Buy |
4,180
+1,260
| +43% | +$152K | 0.01% | 252 |
|
|
2024
Q4 | $338K | Buy |
2,920
+1,100
| +60% | +$127K | 0.01% | 291 |
|
|
2024
Q3 | $274K | Sell |
1,820
-1,726
| -49% | -$259K | 0.01% | 282 |
|
|
2024
Q2 | $561K | Buy |
3,546
+2,846
| +407% | +$450K | 0.02% | 263 |
|
|
2024
Q1 | $139K | Buy |
+700
| New | +$139K | ﹤0.01% | 349 |
|