Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
21,278
+4,592
| +28% | +$133K | 0.19% | 62 |
|
|
2025
Q1 | $472K | Buy |
16,686
+3,254
| +24% | +$92K | 0.18% | 62 |
|
|
2024
Q4 | $306K | Buy |
13,432
+1,646
| +14% | +$37.5K | 0.11% | 88 |
|
|
2024
Q3 | $262K | Buy |
11,786
+909
| +8% | +$20.2K | 0.09% | 111 |
|
|
2024
Q2 | $198K | Buy |
+10,877
| New | +$198K | 0.08% | 135 |
|