Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
7,282
-135
| -2% | -$39.1K | 0.14% | 144 |
|
|
2025
Q1 | $2.24M | Sell |
7,417
-673
| -8% | -$203K | 0.16% | 129 |
|
|
2024
Q4 | $2.24M | Sell |
8,090
-136
| -2% | -$37.6K | 0.16% | 133 |
|
|
2024
Q3 | $2.37M | Sell |
8,226
-964
| -10% | -$278K | 0.16% | 135 |
|
|
2024
Q2 | $2.34M | Sell |
9,190
-169
| -2% | -$43.1K | 0.17% | 132 |
|
|
2024
Q1 | $2.43M | Sell |
9,359
-6
| -0.1% | -$1.56K | 0.18% | 123 |
|
|
2023
Q4 | $2.12M | Buy |
9,365
+618
| +7% | +$140K | 0.17% | 133 |
|
|
2023
Q3 | $1.82M | Buy |
+8,747
| New | +$1.82M | 0.17% | 119 |
|