Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
656
+1
| +0.2% | +$535 | 0.04% | 128 |
|
|
2025
Q1 | $242K | Hold |
655
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $297K | Hold |
655
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $282K | Buy |
655
+1
| +0.2% | +$430 | 0.04% | 135 |
|
|
2024
Q2 | $239K | Hold |
654
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $229K | Buy |
+654
| New | +$229K | 0.03% | 142 |
|