Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
20,623
+775
| +4% | +$17.7K | ﹤0.01% | 784 |
|
|
2025
Q1 | $548K | Buy |
+19,848
| New | +$548K | ﹤0.01% | 779 |
|
|
2024
Q4 | – | Sell |
-16,176
| Closed | -$665K | – | 868 |
|
|
2024
Q3 | $665K | Sell |
16,176
-1,109
| -6% | -$45.6K | ﹤0.01% | 717 |
|
|
2024
Q2 | $657K | Buy |
17,285
+1,184
| +7% | +$45K | ﹤0.01% | 694 |
|
|
2024
Q1 | $632K | Buy |
+16,101
| New | +$632K | ﹤0.01% | 815 |
|