Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
13,488
+442
| +3% | +$15.1K | ﹤0.01% | 806 |
|
|
2025
Q1 | $403K | Buy |
13,046
+1,285
| +11% | +$39.7K | ﹤0.01% | 817 |
|
|
2024
Q4 | $372K | Sell |
11,761
-8,955
| -43% | -$283K | ﹤0.01% | 836 |
|
|
2024
Q3 | $678K | Buy |
20,716
+5,115
| +33% | +$167K | ﹤0.01% | 697 |
|
|
2024
Q2 | $412K | Buy |
+15,601
| New | +$412K | ﹤0.01% | 849 |
|