Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
489
+69
| +16% | +$24.5K | 0.07% | 153 |
|
|
2025
Q1 | $147K | Sell |
420
-5
| -1% | -$1.75K | 0.06% | 167 |
|
|
2024
Q4 | $134K | Sell |
425
-10
| -2% | -$3.16K | 0.05% | 175 |
|
|
2024
Q3 | $120K | Sell |
435
-34
| -7% | -$9.35K | 0.05% | 187 |
|
|
2024
Q2 | $123K | Buy |
469
+37
| +9% | +$9.74K | 0.05% | 178 |
|
|
2024
Q1 | $113K | Hold |
432
| – | – | 0.05% | 173 |
|
|
2023
Q4 | $113K | Buy |
+432
| New | +$113K | 0.05% | 173 |
|