Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
1,391
+118
| +9% | +$20.3K | 0.02% | 355 |
|
|
2025
Q1 | $225K | Buy |
1,273
+76
| +6% | +$13.4K | 0.02% | 345 |
|
|
2024
Q4 | $233K | Buy |
+1,197
| New | +$233K | 0.03% | 318 |
|
|
2024
Q3 | – | Sell |
-997
| Closed | -$204K | – | 388 |
|
|
2024
Q2 | $204K | Buy |
997
+42
| +4% | +$8.61K | 0.02% | 325 |
|
|
2024
Q1 | $240K | Buy |
+955
| New | +$240K | 0.02% | 277 |
|