Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
1,821
-551
| -23% | -$168K | ﹤0.01% | 696 |
|
|
2025
Q1 | $637K | Hold |
2,372
| – | – | ﹤0.01% | 695 |
|
|
2024
Q4 | $584K | Hold |
2,372
| – | – | ﹤0.01% | 794 |
|
|
2024
Q3 | $543K | Hold |
2,372
| – | – | ﹤0.01% | 714 |
|
|
2024
Q2 | $478K | Buy |
2,372
+347
| +17% | +$69.9K | ﹤0.01% | 725 |
|
|
2024
Q1 | $395K | Hold |
2,025
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $313K | Hold |
2,025
| – | – | ﹤0.01% | 783 |
|
|
2023
Q3 | $262K | Buy |
2,025
+326
| +19% | +$42.2K | ﹤0.01% | 795 |
|
|
2023
Q2 | $232K | Buy |
+1,699
| New | +$232K | ﹤0.01% | 892 |
|