Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,431
+915
| +60% | +$382K | ﹤0.01% | 662 |
|
|
2025
Q1 | $543K | Buy |
1,516
+120
| +9% | +$43K | ﹤0.01% | 784 |
|
|
2024
Q4 | $603K | Sell |
1,396
-408
| -23% | -$176K | ﹤0.01% | 697 |
|
|
2024
Q3 | $692K | Buy |
1,804
+350
| +24% | +$134K | ﹤0.01% | 672 |
|
|
2024
Q2 | $640K | Sell |
1,454
-25
| -2% | -$11K | ﹤0.01% | 719 |
|
|
2024
Q1 | $698K | Sell |
1,479
-202
| -12% | -$95.3K | ﹤0.01% | 718 |
|
|
2023
Q4 | $679K | Buy |
+1,681
| New | +$679K | ﹤0.01% | 751 |
|