Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
6,781
-1,295
| -16% | -$93.5K | ﹤0.01% | 748 |
|
|
2025
Q1 | $649K | Buy |
8,076
+1,032
| +15% | +$82.9K | ﹤0.01% | 654 |
|
|
2024
Q4 | $581K | Buy |
7,044
+4,278
| +155% | +$353K | ﹤0.01% | 732 |
|
|
2024
Q3 | $214K | Sell |
2,766
-3,080
| -53% | -$239K | ﹤0.01% | 872 |
|
|
2024
Q2 | $411K | Buy |
+5,846
| New | +$411K | ﹤0.01% | 850 |
|