Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
8,067
-5,731
| -42% | -$312K | ﹤0.01% | 839 |
|
|
2025
Q1 | $581K | Sell |
13,798
-2,443
| -15% | -$103K | ﹤0.01% | 735 |
|
|
2024
Q4 | $593K | Sell |
16,241
-1,038
| -6% | -$37.9K | ﹤0.01% | 707 |
|
|
2024
Q3 | $648K | Buy |
17,279
+5,100
| +42% | +$191K | ﹤0.01% | 756 |
|
|
2024
Q2 | $571K | Buy |
+12,179
| New | +$571K | ﹤0.01% | 819 |
|