Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
1,096
+13
| +1% | +$3.95K | 0.1% | 105 |
|
|
2025
Q1 | $291K | Buy |
1,083
+13
| +1% | +$3.49K | 0.11% | 96 |
|
|
2024
Q4 | $263K | Sell |
1,070
-12
| -1% | -$2.95K | 0.1% | 113 |
|
|
2024
Q3 | $250K | Buy |
1,082
+22
| +2% | +$5.09K | 0.09% | 120 |
|
|
2024
Q2 | $228K | Buy |
1,060
+2
| +0.2% | +$430 | 0.09% | 110 |
|
|
2024
Q1 | $201K | Buy |
+1,058
| New | +$201K | 0.09% | 119 |
|