Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
30,770
+607
| +2% | +$9.81K | ﹤0.01% | 372 |
|
|
2025
Q1 | $440K | Hold |
30,163
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $398K | Hold |
30,163
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $513K | Buy |
30,163
+558
| +2% | +$9.49K | ﹤0.01% | 384 |
|
|
2024
Q2 | $455K | Buy |
+29,605
| New | +$455K | ﹤0.01% | 376 |
|