Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
162
+6
| +4% | +$1.74K | 0.02% | 261 |
|
|
2025
Q1 | $47.1K | Sell |
156
-1
| -0.6% | -$302 | 0.02% | 258 |
|
|
2024
Q4 | $43.4K | Sell |
157
-63
| -29% | -$17.4K | 0.02% | 280 |
|
|
2024
Q3 | $63.5K | Hold |
220
| – | – | 0.03% | 250 |
|
|
2024
Q2 | $60.9K | Buy |
220
+42
| +24% | +$11.6K | 0.03% | 235 |
|
|
2024
Q1 | $40.3K | Hold |
178
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $40.3K | Buy |
+178
| New | +$40.3K | 0.02% | 256 |
|