Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Sell |
99
-3
| -3% | -$517 | 0.01% | 368 |
|
|
2025
Q1 | $22.5K | Sell |
102
-1
| -1% | -$221 | 0.01% | 335 |
|
|
2024
Q4 | $21.2K | Sell |
103
-51
| -33% | -$10.5K | 0.01% | 355 |
|
|
2024
Q3 | $27.7K | Buy |
154
+11
| +8% | +$1.98K | 0.01% | 332 |
|
|
2024
Q2 | $23.3K | Buy |
143
+61
| +74% | +$9.95K | 0.01% | 321 |
|
|
2024
Q1 | $10.9K | Hold |
82
| – | – | 0.01% | 397 |
|
|
2023
Q4 | $10.9K | Buy |
+82
| New | +$10.9K | 0.01% | 397 |
|