Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
6,015
-479
| -7% | -$39.2K | ﹤0.01% | 745 |
|
|
2025
Q1 | $634K | Sell |
6,494
-611
| -9% | -$59.6K | ﹤0.01% | 667 |
|
|
2024
Q4 | $636K | Buy |
7,105
+1,037
| +17% | +$92.8K | ﹤0.01% | 667 |
|
|
2024
Q3 | $666K | Sell |
6,068
-1,500
| -20% | -$165K | ﹤0.01% | 716 |
|
|
2024
Q2 | $608K | Sell |
7,568
-2,440
| -24% | -$196K | ﹤0.01% | 768 |
|
|
2024
Q1 | $623K | Buy |
+10,008
| New | +$623K | ﹤0.01% | 832 |
|