Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
21,653
+9,713
| +81% | +$258K | ﹤0.01% | 2216 |
|
|
2025
Q1 | $283K | Buy |
11,940
+327
| +3% | +$7.75K | ﹤0.01% | 2679 |
|
|
2024
Q4 | $365K | Buy |
11,613
+2,139
| +23% | +$67.2K | ﹤0.01% | 2449 |
|
|
2024
Q3 | $342K | Buy |
9,474
+1,572
| +20% | +$56.8K | ﹤0.01% | 2450 |
|
|
2024
Q2 | $353K | Buy |
7,902
+3,054
| +63% | +$136K | ﹤0.01% | 2328 |
|
|
2024
Q1 | $235K | Buy |
+4,848
| New | +$235K | ﹤0.01% | 2637 |
|