Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
345
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $104K | Buy |
345
+10
| +3% | +$3.02K | 0.01% | 310 |
|
|
2024
Q4 | $92.6K | Hold |
335
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $96.6K | Hold |
335
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $85.5K | Hold |
335
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $86.8K | Buy |
335
+49
| +17% | +$12.7K | 0.01% | 329 |
|
|
2023
Q4 | $64.6K | Buy |
+286
| New | +$64.6K | 0.01% | 332 |
|