Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
4,943
-4,418
| -47% | -$463K | 0.03% | 397 |
|
|
2025
Q1 | $935K | Sell |
9,361
-1,094
| -10% | -$109K | 0.06% | 287 |
|
|
2024
Q4 | $1.14M | Buy |
10,455
+861
| +9% | +$94.1K | 0.07% | 243 |
|
|
2024
Q3 | $1.1M | Buy |
9,594
+622
| +7% | +$71.5K | 0.07% | 254 |
|
|
2024
Q2 | $895K | Buy |
8,972
+710
| +9% | +$70.9K | 0.05% | 293 |
|
|
2024
Q1 | $913K | Buy |
+8,262
| New | +$913K | 0.06% | 279 |
|