Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,823
| Closed | -$17.4K | – | 1808 |
|
|
2025
Q1 | $17.4K | Sell |
1,823
-269
| -13% | -$2.57K | ﹤0.01% | 1862 |
|
|
2024
Q4 | $17.7K | Hold |
2,092
| – | – | ﹤0.01% | 1894 |
|
|
2024
Q3 | $18.1K | Sell |
2,092
-167
| -7% | -$1.45K | ﹤0.01% | 1912 |
|
|
2024
Q2 | $25.5K | Hold |
2,259
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q1 | $25.6K | Hold |
2,259
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q4 | $27.3K | Hold |
2,259
| – | – | ﹤0.01% | 1933 |
|
|
2023
Q3 | $27.6K | Hold |
2,259
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q2 | $23.6K | Sell |
2,259
-252,878
| -99% | -$2.64M | ﹤0.01% | 1951 |
|
|
2023
Q1 | $2.84M | Hold |
255,137
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q4 | $2.9M | Sell |
255,137
-5,840
| -2% | -$66.4K | ﹤0.01% | 1127 |
|
|
2022
Q3 | $2.66M | Buy |
260,977
+145,279
| +126% | +$1.48M | ﹤0.01% | 1101 |
|
|
2022
Q2 | $1.1M | Buy |
115,698
+1,166
| +1% | +$11.1K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $2.2M | Buy |
114,532
+5,773
| +5% | +$111K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $1.53M | Hold |
108,759
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q3 | $1.56M | Hold |
108,759
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q2 | $1.59M | Buy |
+108,759
| New | +$1.59M | ﹤0.01% | 1177 |
|