Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Hold |
14,220
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $645K | Hold |
14,220
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $564K | Buy |
14,220
+3,050
| +27% | +$121K | 0.01% | 260 |
|
|
2024
Q3 | $502K | Buy |
11,170
+6,400
| +134% | +$287K | 0.01% | 247 |
|
|
2024
Q2 | $197K | Hold |
4,770
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $200K | Buy |
+4,770
| New | +$200K | 0.01% | 321 |
|