Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
3,448
+35
| +1% | +$6.03K | 0.01% | 890 |
|
|
2025
Q1 | $602K | Buy |
3,413
+167
| +5% | +$29.5K | 0.01% | 876 |
|
|
2024
Q4 | $632K | Buy |
3,246
+154
| +5% | +$30K | 0.01% | 883 |
|
|
2024
Q3 | $552K | Buy |
3,092
+758
| +32% | +$135K | 0.01% | 909 |
|
|
2024
Q2 | $478K | Buy |
2,334
+609
| +35% | +$125K | ﹤0.01% | 924 |
|
|
2024
Q1 | $434K | Buy |
1,725
+27
| +2% | +$6.8K | ﹤0.01% | 985 |
|
|
2023
Q4 | $311K | Hold |
1,698
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q3 | $305K | Buy |
+1,698
| New | +$305K | ﹤0.01% | 1031 |
|