Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $301K | Sell |
7,509
-9
| -0.1% | -$361 | 0.04% | 245 |
|
|
2024
Q4 | $276K | Buy |
7,518
+92
| +1% | +$3.38K | 0.03% | 213 |
|
|
2024
Q3 | $257K | Buy |
7,426
+61
| +0.8% | +$2.11K | 0.03% | 214 |
|
|
2024
Q2 | $211K | Buy |
7,365
+73
| +1% | +$2.1K | 0.02% | 248 |
|
|
2024
Q1 | $200K | Buy |
+7,292
| New | +$200K | 0.02% | 233 |
|