Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3K | Sell |
685
-30
| -4% | -$2.55K | 0.02% | 238 |
|
|
2025
Q1 | $50.8K | Buy |
715
+73
| +11% | +$5.18K | 0.02% | 249 |
|
|
2024
Q4 | $45.2K | Sell |
642
-138
| -18% | -$9.71K | 0.02% | 276 |
|
|
2024
Q3 | $48.8K | Sell |
780
-134
| -15% | -$8.39K | 0.02% | 276 |
|
|
2024
Q2 | $60.2K | Buy |
914
+97
| +12% | +$6.39K | 0.03% | 236 |
|
|
2024
Q1 | $42K | Hold |
817
| – | – | 0.02% | 255 |
|
|
2023
Q4 | $42K | Buy |
+817
| New | +$42K | 0.02% | 255 |
|