Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
17,756
| – | – | 0.03% | 203 |
|
|
2025
Q1 | $1.33M | Sell |
17,756
-1,900
| -10% | -$143K | 0.04% | 213 |
|
|
2024
Q4 | $1.5M | Hold |
19,656
| – | – | 0.04% | 194 |
|
|
2024
Q3 | $1.53M | Hold |
19,656
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $1.4M | Hold |
19,656
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $1.6M | Buy |
+19,656
| New | +$1.6M | 0.05% | 189 |
|