Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8K | Buy |
549
+3
| +0.5% | +$44 | ﹤0.01% | 1683 |
|
2025
Q1 | $11K | Buy |
546
+2
| +0.4% | +$40 | 0.01% | 1451 |
|
2024
Q4 | $13K | Buy |
544
+15
| +3% | +$358 | 0.01% | 1400 |
|
2024
Q3 | $15K | Hold |
529
| – | – | 0.01% | 1331 |
|
2024
Q2 | $14K | Buy |
529
+2
| +0.4% | +$53 | 0.01% | 1350 |
|
2024
Q1 | $11K | Sell |
527
-2
| -0.4% | -$42 | 0.01% | 1533 |
|
2023
Q4 | $13K | Buy |
529
+11
| +2% | +$270 | 0.01% | 1393 |
|
2023
Q3 | $10K | Sell |
518
-112
| -18% | -$2.16K | 0.01% | 1440 |
|
2023
Q2 | $14K | Buy |
630
+162
| +35% | +$3.6K | 0.01% | 1293 |
|
2023
Q1 | $9K | Sell |
468
-179
| -28% | -$3.44K | 0.01% | 1382 |
|
2022
Q4 | $11K | Buy |
+647
| New | +$11K | 0.01% | 1293 |
|