Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
769
-128
| -14% | -$45.5K | 0.07% | 67 |
|
|
2025
Q1 | $314K | Hold |
897
| – | – | 0.09% | 57 |
|
|
2024
Q4 | $284K | Hold |
897
| – | – | 0.08% | 62 |
|
|
2024
Q3 | $247K | Buy |
897
+2
| +0.2% | +$550 | 0.07% | 70 |
|
|
2024
Q2 | $235K | Buy |
895
+158
| +21% | +$41.5K | 0.07% | 69 |
|
|
2024
Q1 | $206K | Buy |
+737
| New | +$206K | 0.07% | 68 |
|