Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
34,566
+5,848
| +20% | +$90.4K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $359K | Sell |
28,718
-165
| -0.6% | -$2.06K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $372K | Buy |
28,883
+9,222
| +47% | +$119K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $154K | Buy |
19,661
+5,026
| +34% | +$39.4K | ﹤0.01% | 1708 |
|
|
2024
Q2 | $117K | Buy |
+14,635
| New | +$117K | ﹤0.01% | 1681 |
|