Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
9,657
-2,700
| -22% | -$104K | 0.02% | 490 |
|
|
2025
Q1 | $479K | Buy |
12,357
+2,429
| +24% | +$94.1K | 0.03% | 436 |
|
|
2024
Q4 | $336K | Buy |
9,928
+1,828
| +23% | +$61.8K | 0.02% | 552 |
|
|
2024
Q3 | $331K | Sell |
8,100
-1,328
| -14% | -$54.3K | 0.02% | 560 |
|
|
2024
Q2 | $363K | Buy |
9,428
+434
| +5% | +$16.7K | 0.02% | 532 |
|
|
2024
Q1 | $386K | Buy |
8,994
+1,281
| +17% | +$54.9K | 0.03% | 500 |
|
|
2023
Q4 | $286K | Buy |
+7,713
| New | +$286K | 0.02% | 554 |
|