Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
12,769
-800
| -6% | -$7.18K | ﹤0.01% | 3214 |
|
|
2025
Q1 | $95.9K | Buy |
13,569
+367
| +3% | +$2.6K | ﹤0.01% | 3195 |
|
|
2024
Q4 | $172K | Buy |
13,202
+120
| +0.9% | +$1.56K | ﹤0.01% | 3059 |
|
|
2024
Q3 | $70.1K | Hold |
13,082
| – | – | ﹤0.01% | 3147 |
|
|
2024
Q2 | $72.6K | Sell |
13,082
-700
| -5% | -$3.89K | ﹤0.01% | 3005 |
|
|
2024
Q1 | $111K | Buy |
13,782
+2,450
| +22% | +$19.8K | ﹤0.01% | 2910 |
|
|
2023
Q4 | $50.9K | Buy |
+11,332
| New | +$50.9K | ﹤0.01% | 2936 |
|