Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
41,318
+13,173
| +47% | +$126K | ﹤0.01% | 2513 |
|
|
2025
Q1 | $194K | Buy |
28,145
+436
| +2% | +$3.01K | ﹤0.01% | 3020 |
|
|
2024
Q4 | $282K | Buy |
27,709
+634
| +2% | +$6.46K | ﹤0.01% | 2686 |
|
|
2024
Q3 | $209K | Buy |
27,075
+516
| +2% | +$3.98K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $199K | Sell |
26,559
-2,000
| -7% | -$15K | ﹤0.01% | 2804 |
|
|
2024
Q1 | $209K | Sell |
28,559
-154
| -0.5% | -$1.13K | ﹤0.01% | 2731 |
|
|
2023
Q4 | $169K | Buy |
28,713
+2,015
| +8% | +$11.9K | ﹤0.01% | 2739 |
|
|
2023
Q3 | $174K | Buy |
+26,698
| New | +$174K | ﹤0.01% | 2554 |
|