Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
6,971
-73
| -1% | -$25.9K | 1.59% | 17 |
|
|
2025
Q1 | $2.47M | Sell |
7,044
-58
| -0.8% | -$20.3K | 1.81% | 14 |
|
|
2024
Q4 | $2.24M | Buy |
7,102
+63
| +0.9% | +$19.9K | 1.58% | 18 |
|
|
2024
Q3 | $1.94M | Hold |
7,039
| – | – | 1.45% | 19 |
|
|
2024
Q2 | $1.85M | Buy |
7,039
+12
| +0.2% | +$3.15K | 1.39% | 18 |
|
|
2024
Q1 | $1.96M | Sell |
7,027
-348
| -5% | -$97.1K | 1.5% | 17 |
|
|
2023
Q4 | $1.92M | Buy |
+7,375
| New | +$1.92M | 1.59% | 17 |
|