Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
1,179
| – | – | 0.22% | 50 |
|
|
2025
Q1 | $413K | Hold |
1,179
| – | – | 0.24% | 44 |
|
|
2024
Q4 | $373K | Hold |
1,179
| – | – | 0.18% | 47 |
|
|
2024
Q3 | $324K | Hold |
1,179
| – | – | 0.16% | 53 |
|
|
2024
Q2 | $309K | Hold |
1,179
| – | – | 0.15% | 52 |
|
|
2024
Q1 | $329K | Buy |
1,179
+214
| +22% | +$59.7K | 0.18% | 50 |
|
|
2023
Q4 | $251K | Buy |
+965
| New | +$251K | 0.18% | 56 |
|