Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
765
+29
| +4% | +$10.3K | 0.16% | 134 |
|
|
2025
Q1 | $258K | Sell |
736
-27
| -4% | -$9.46K | 0.16% | 136 |
|
|
2024
Q4 | $241K | Buy |
763
+12
| +2% | +$3.79K | 0.15% | 140 |
|
|
2024
Q3 | $206K | Buy |
+751
| New | +$206K | 0.12% | 146 |
|
|
2024
Q2 | – | Sell |
-725
| Closed | -$202K | – | 157 |
|
|
2024
Q1 | $202K | Buy |
+725
| New | +$202K | 0.13% | 150 |
|