Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,620
+276
| +21% | +$81.4K | 0.15% | 72 |
|
|
2025
Q1 | $334K | Buy |
1,344
+69
| +5% | +$17.2K | 0.12% | 85 |
|
|
2024
Q4 | $280K | Buy |
1,275
+101
| +9% | +$22.2K | 0.11% | 103 |
|
|
2024
Q3 | $245K | Buy |
1,174
+73
| +7% | +$15.3K | 0.09% | 121 |
|
|
2024
Q2 | $203K | Buy |
+1,101
| New | +$203K | 0.08% | 131 |
|