Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
11,449
-862
| -7% | -$35.5K | ﹤0.01% | 783 |
|
|
2025
Q1 | $602K | Buy |
12,311
+2,081
| +20% | +$102K | ﹤0.01% | 700 |
|
|
2024
Q4 | $580K | Buy |
10,230
+98
| +1% | +$5.56K | ﹤0.01% | 734 |
|
|
2024
Q3 | $623K | Buy |
10,132
+50
| +0.5% | +$3.07K | ﹤0.01% | 778 |
|
|
2024
Q2 | $626K | Buy |
10,082
+1,036
| +11% | +$64.4K | ﹤0.01% | 734 |
|
|
2024
Q1 | $638K | Buy |
9,046
+69
| +0.8% | +$4.87K | ﹤0.01% | 803 |
|
|
2023
Q4 | $606K | Buy |
+8,977
| New | +$606K | ﹤0.01% | 843 |
|