Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Sell |
659
-76
| -10% | -$1.86K | 0.01% | 373 |
|
|
2025
Q1 | $20.4K | Buy |
735
+44
| +6% | +$1.22K | 0.01% | 344 |
|
|
2024
Q4 | $22.5K | Sell |
691
-36
| -5% | -$1.18K | 0.01% | 345 |
|
|
2024
Q3 | $26.1K | Sell |
727
-23
| -3% | -$825 | 0.01% | 341 |
|
|
2024
Q2 | $26.6K | Buy |
750
+73
| +11% | +$2.59K | 0.01% | 306 |
|
|
2024
Q1 | $20.4K | Hold |
677
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $20.4K | Buy |
+677
| New | +$20.4K | 0.01% | 307 |
|