Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
4,115
+172
| +4% | +$4.98K | 0.06% | 98 |
|
|
2025
Q1 | $112K | Sell |
3,943
-26
| -0.7% | -$735 | 0.06% | 92 |
|
|
2024
Q4 | $90.4K | Buy |
3,969
+200
| +5% | +$4.55K | 0.05% | 95 |
|
|
2024
Q3 | $82.9K | Hold |
3,769
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $72K | Hold |
3,769
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $66.3K | Hold |
3,769
| – | – | 0.04% | 106 |
|
|
2023
Q4 | $63.2K | Buy |
+3,769
| New | +$63.2K | 0.04% | 108 |
|