Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
765
| – | – | 0.17% | 115 |
|
|
2025
Q1 | $252K | Hold |
765
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $211K | Hold |
765
| – | – | 0.14% | 120 |
|
|
2024
Q3 | $265K | Hold |
765
| – | – | 0.19% | 114 |
|
|
2024
Q2 | $253K | Hold |
765
| – | – | 0.19% | 111 |
|
|
2024
Q1 | $278K | Buy |
+765
| New | +$278K | 0.2% | 119 |
|
|
2019
Q4 | $57K | Buy |
+281
| New | +$57K | 0.06% | 177 |
|