Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
1,866
+43
| +2% | +$13.1K | 0.05% | 189 |
|
|
2025
Q1 | $489K | Buy |
1,823
+3
| +0.2% | +$805 | 0.05% | 186 |
|
|
2024
Q4 | $448K | Buy |
1,820
+218
| +14% | +$53.7K | 0.05% | 190 |
|
|
2024
Q3 | $367K | Buy |
1,602
+430
| +37% | +$98.5K | 0.04% | 223 |
|
|
2024
Q2 | $236K | Buy |
1,172
+75
| +7% | +$15.1K | 0.02% | 302 |
|
|
2024
Q1 | $214K | Buy |
+1,097
| New | +$214K | 0.02% | 295 |
|