Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
3,035
-1,999
| -40% | -$142K | 0.2% | 46 |
|
|
2025
Q1 | $320K | Buy |
5,034
+1
| +0% | +$63 | 0.43% | 39 |
|
|
2024
Q4 | $381K | Hold |
5,033
| – | – | 0.2% | 38 |
|
|
2024
Q3 | $445K | Buy |
5,033
+1
| +0% | +$88 | 0.25% | 35 |
|
|
2024
Q2 | $379K | Buy |
5,032
+1
| +0% | +$75 | 0.24% | 34 |
|
|
2024
Q1 | $473K | Buy |
+5,031
| New | +$473K | 0.33% | 30 |
|