Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Hold |
18,033
| – | – | 0.03% | 264 |
|
|
2025
Q1 | $5.93M | Hold |
18,033
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $4.98M | Hold |
18,033
| – | – | 0.03% | 280 |
|
|
2024
Q3 | $6.24M | Sell |
18,033
-5,790
| -24% | -$2M | 0.02% | 260 |
|
|
2024
Q2 | $7.89M | Hold |
23,823
| – | – | 0.03% | 237 |
|
|
2024
Q1 | $8.65M | Buy |
+23,823
| New | +$8.65M | 0.03% | 222 |
|