Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
6,935
-96
| -1% | -$8.81K | 0.04% | 356 |
|
|
2025
Q1 | $619K | Buy |
7,031
+543
| +8% | +$47.8K | 0.04% | 367 |
|
|
2024
Q4 | $600K | Buy |
6,488
+525
| +9% | +$48.6K | 0.04% | 367 |
|
|
2024
Q3 | $553K | Buy |
5,963
+3,212
| +117% | +$298K | 0.03% | 408 |
|
|
2024
Q2 | $206K | Sell |
2,751
-44
| -2% | -$3.3K | 0.01% | 683 |
|
|
2024
Q1 | $241K | Buy |
+2,795
| New | +$241K | 0.02% | 645 |
|