Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
3,381
+156
| +5% | +$14.3K | 0.29% | 53 |
|
|
2025
Q1 | $296K | Sell |
3,225
-229
| -7% | -$21K | 0.3% | 53 |
|
|
2024
Q4 | $293K | Buy |
3,454
+237
| +7% | +$20.1K | 0.28% | 58 |
|
|
2024
Q3 | $254K | Buy |
3,217
+44
| +1% | +$3.47K | 0.26% | 64 |
|
|
2024
Q2 | $237K | Sell |
3,173
-194
| -6% | -$14.5K | 0.25% | 65 |
|
|
2024
Q1 | $264K | Buy |
3,367
+328
| +11% | +$25.7K | 0.25% | 52 |
|
|
2023
Q4 | $211K | Buy |
+3,039
| New | +$211K | 0.25% | 59 |
|