Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
1,485
+65
| +5% | +$14.7K | 0.11% | 104 |
|
|
2025
Q1 | $236K | Buy |
1,420
+110
| +8% | +$18.3K | 0.09% | 126 |
|
|
2024
Q4 | $259K | Sell |
1,310
-23
| -2% | -$4.54K | 0.1% | 115 |
|
|
2024
Q3 | $251K | Buy |
1,333
+106
| +9% | +$20K | 0.09% | 119 |
|
|
2024
Q2 | $208K | Buy |
+1,227
| New | +$208K | 0.09% | 124 |
|