Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
1,017
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $129K | Hold |
1,017
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $106K | Hold |
1,017
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $86.8K | Hold |
1,017
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $71.7K | Sell |
1,017
-155
| -13% | -$10.9K | ﹤0.01% | 379 |
|
|
2024
Q1 | $73.9K | Buy |
+1,172
| New | +$73.9K | ﹤0.01% | 368 |
|