Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
62,150
+7,059
| +13% | +$81.2K | 0.28% | 73 |
|
|
2025
Q1 | $491K | Buy |
55,091
+16,913
| +44% | +$151K | 0.21% | 92 |
|
|
2024
Q4 | $401K | Buy |
38,178
+14,473
| +61% | +$152K | 0.12% | 115 |
|
|
2024
Q3 | $237K | Buy |
23,705
+5,397
| +29% | +$54K | 0.04% | 171 |
|
|
2024
Q2 | $181K | Buy |
+18,308
| New | +$181K | 0.03% | 189 |
|