Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42
| Closed | -$2.31K | – | 1697 |
|
|
2025
Q1 | $2.31K | Buy |
42
+12
| +40% | +$660 | ﹤0.01% | 1943 |
|
|
2024
Q4 | $2.49K | Buy |
+30
| New | +$2.49K | ﹤0.01% | 1971 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$61.7K | – | 2000 |
|
|
2023
Q2 | $61.7K | Sell |
400
-925
| -70% | -$143K | ﹤0.01% | 1863 |
|
|
2023
Q1 | $168K | Sell |
1,325
-180
| -12% | -$22.9K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $185K | Buy |
+1,505
| New | +$185K | ﹤0.01% | 1525 |
|
|
2022
Q3 | – | Sell |
-1,145
| Closed | -$94K | – | 1836 |
|
|
2022
Q2 | $94K | Buy |
1,145
+437
| +62% | +$35.9K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $64K | Buy |
+708
| New | +$64K | ﹤0.01% | 1511 |
|