Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
935
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $328K | Sell |
935
-50
| -5% | -$17.5K | 0.22% | 102 |
|
|
2024
Q4 | $311K | Hold |
985
| – | – | 0.21% | 105 |
|
|
2024
Q3 | $271K | Hold |
985
| – | – | 0.19% | 112 |
|
|
2024
Q2 | $259K | Sell |
985
-100
| -9% | -$26.2K | 0.2% | 110 |
|
|
2024
Q1 | $303K | Buy |
+1,085
| New | +$303K | 0.22% | 116 |
|
|
2019
Q4 | $44K | Buy |
+236
| New | +$44K | 0.04% | 201 |
|