Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
1,472
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $121K | Sell |
1,472
-2
| -0.1% | -$165 | 0.05% | 178 |
|
|
2024
Q4 | $119K | Buy |
1,474
+2
| +0.1% | +$162 | 0.05% | 182 |
|
|
2024
Q3 | $119K | Hold |
1,472
| – | – | 0.05% | 189 |
|
|
2024
Q2 | $84.7K | Buy |
1,472
+24
| +2% | +$1.38K | 0.04% | 205 |
|
|
2024
Q1 | $81K | Hold |
1,448
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $81K | Buy |
+1,448
| New | +$81K | 0.04% | 206 |
|