Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Hold |
1,024
| – | – | 0.06% | 134 |
|
|
2025
Q1 | $379K | Hold |
1,024
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $465K | Hold |
1,024
| – | – | 0.05% | 139 |
|
|
2024
Q3 | $441K | Hold |
1,024
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $374K | Sell |
1,024
-203
| -17% | -$74.1K | 0.02% | 215 |
|
|
2024
Q1 | $430K | Buy |
+1,227
| New | +$430K | 0.03% | 212 |
|