Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
16,423
-3,030
| -16% | -$392K | 0.05% | 179 |
|
|
2025
Q1 | $2.32M | Buy |
19,453
+3,030
| +18% | +$362K | 0.06% | 168 |
|
|
2024
Q4 | $1.91M | Hold |
16,423
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $2.22M | Hold |
16,423
| – | – | 0.06% | 160 |
|
|
2024
Q2 | $2.23M | Hold |
16,423
| – | – | 0.07% | 162 |
|
|
2024
Q1 | $2.12M | Buy |
+16,423
| New | +$2.12M | 0.07% | 167 |
|