Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
8,610
-672
| -7% | -$41.2K | ﹤0.01% | 701 |
|
|
2025
Q1 | $539K | Sell |
9,282
-2,227
| -19% | -$129K | ﹤0.01% | 785 |
|
|
2024
Q4 | $614K | Sell |
11,509
-5,348
| -32% | -$286K | ﹤0.01% | 682 |
|
|
2024
Q3 | $734K | Sell |
16,857
-5,361
| -24% | -$234K | ﹤0.01% | 648 |
|
|
2024
Q2 | $621K | Sell |
22,218
-714
| -3% | -$20K | ﹤0.01% | 742 |
|
|
2024
Q1 | $617K | Sell |
22,932
-1,440
| -6% | -$38.8K | ﹤0.01% | 835 |
|
|
2023
Q4 | $683K | Buy |
+24,372
| New | +$683K | ﹤0.01% | 747 |
|