Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
17,663
+11,577
| +190% | +$607K | 0.01% | 719 |
|
|
2025
Q1 | $289K | Buy |
6,086
+200
| +3% | +$9.49K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $370K | Buy |
5,886
+1,051
| +22% | +$66K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $278K | Sell |
4,835
-10
| -0.2% | -$576 | ﹤0.01% | 1116 |
|
|
2024
Q2 | $201K | Buy |
4,845
+105
| +2% | +$4.35K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $212K | Buy |
+4,740
| New | +$212K | ﹤0.01% | 1173 |
|