Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
12,004
+4,512
| +60% | +$115K | ﹤0.01% | 3304 |
|
|
2025
Q1 | $180K | Buy |
7,492
+386
| +5% | +$9.27K | ﹤0.01% | 3397 |
|
|
2024
Q4 | $202K | Sell |
7,106
-2,350
| -25% | -$66.8K | ﹤0.01% | 3510 |
|
|
2024
Q3 | $211K | Buy |
9,456
+2,097
| +28% | +$46.8K | ﹤0.01% | 3438 |
|
|
2024
Q2 | $139K | Buy |
+7,359
| New | +$139K | ﹤0.01% | 3222 |
|