Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
4,024
-101
| -2% | -$7.25K | 0.06% | 157 |
|
|
2025
Q1 | $279K | Buy |
4,125
+101
| +3% | +$6.84K | 0.08% | 125 |
|
|
2024
Q4 | $246K | Hold |
4,024
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $231K | Hold |
4,024
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $201K | Hold |
4,024
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $230K | Buy |
+4,024
| New | +$230K | 0.07% | 135 |
|
|
2022
Q2 | – | Sell |
-4,024
| Closed | -$231K | – | 132 |
|
|
2022
Q1 | $231K | Buy |
+4,024
| New | +$231K | 0.12% | 120 |
|