Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
6,126
-14
| -0.2% | -$689 | ﹤0.01% | 2720 |
|
|
2025
Q1 | $272K | Buy |
6,140
+334
| +6% | +$14.8K | ﹤0.01% | 2718 |
|
|
2024
Q4 | $273K | Sell |
5,806
-439
| -7% | -$20.6K | ﹤0.01% | 2715 |
|
|
2024
Q3 | $294K | Buy |
6,245
+339
| +6% | +$15.9K | ﹤0.01% | 2587 |
|
|
2024
Q2 | $224K | Sell |
5,906
-250
| -4% | -$9.48K | ﹤0.01% | 2690 |
|
|
2024
Q1 | $229K | Buy |
6,156
+83
| +1% | +$3.08K | ﹤0.01% | 2655 |
|
|
2023
Q4 | $201K | Buy |
+6,073
| New | +$201K | ﹤0.01% | 2692 |
|