Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Sell |
6,054
-456
| -7% | -$80.5K | 0.15% | 122 |
|
|
2024
Q4 | $1.27M | Sell |
6,510
-1,495
| -19% | -$291K | 0.15% | 94 |
|
|
2024
Q3 | $1.43M | Buy |
8,005
+374
| +5% | +$66.8K | 0.17% | 82 |
|
|
2024
Q2 | $1.55M | Buy |
7,631
+176
| +2% | +$35.9K | 0.17% | 80 |
|
|
2024
Q1 | $1.81M | Buy |
+7,455
| New | +$1.81M | 0.21% | 76 |
|