Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
1,604
+26
| +2% | +$7.91K | ﹤0.01% | 962 |
|
|
2025
Q1 | $424K | Buy |
1,578
+71
| +5% | +$19.1K | ﹤0.01% | 985 |
|
|
2024
Q4 | $371K | Buy |
1,507
+72
| +5% | +$17.7K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $329K | Buy |
1,435
+162
| +13% | +$37.1K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $257K | Buy |
1,273
+219
| +21% | +$44.2K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $206K | Buy |
+1,054
| New | +$206K | ﹤0.01% | 1191 |
|