Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
15,120
-579
| -4% | -$16.8K | 0.17% | 123 |
|
|
2025
Q1 | $444K | Sell |
15,699
-1,511
| -9% | -$42.7K | 0.24% | 85 |
|
|
2024
Q4 | $392K | Sell |
17,210
-1,058
| -6% | -$24.1K | 0.2% | 98 |
|
|
2024
Q3 | $402K | Sell |
18,268
-51
| -0.3% | -$1.12K | 0.33% | 79 |
|
|
2024
Q2 | $350K | Sell |
18,319
-1,996
| -10% | -$38.1K | 0.23% | 92 |
|
|
2024
Q1 | $358K | Buy |
20,315
+630
| +3% | +$11.1K | 0.4% | 80 |
|
|
2023
Q4 | $330K | Buy |
+19,685
| New | +$330K | 0.42% | 75 |
|