Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,048
+1
| +0.1% | +$357 | 0.04% | 123 |
|
|
2025
Q1 | $285K | Sell |
1,047
-3
| -0.3% | -$816 | 0.04% | 130 |
|
|
2024
Q4 | $348K | Buy |
1,050
+22
| +2% | +$7.3K | 0.04% | 125 |
|
|
2024
Q3 | $341K | Hold |
1,028
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $322K | Buy |
1,028
+1
| +0.1% | +$313 | 0.04% | 125 |
|
|
2024
Q1 | $321K | Hold |
1,027
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $247K | Buy |
1,027
+22
| +2% | +$5.3K | 0.04% | 133 |
|
|
2023
Q3 | $214K | Buy |
+1,005
| New | +$214K | 0.04% | 145 |
|