Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
6,230
+428
| +7% | +$31K | ﹤0.01% | 2410 |
|
|
2025
Q1 | $415K | Buy |
5,802
+996
| +21% | +$71.2K | ﹤0.01% | 2358 |
|
|
2024
Q4 | $342K | Sell |
4,806
-8
| -0.2% | -$570 | ﹤0.01% | 2510 |
|
|
2024
Q3 | $337K | Sell |
4,814
-109
| -2% | -$7.63K | ﹤0.01% | 2469 |
|
|
2024
Q2 | $314K | Sell |
4,923
-8
| -0.2% | -$511 | ﹤0.01% | 2414 |
|
|
2024
Q1 | $362K | Buy |
4,931
+310
| +7% | +$22.7K | ﹤0.01% | 2291 |
|
|
2023
Q4 | $282K | Buy |
+4,621
| New | +$282K | ﹤0.01% | 2404 |
|