Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,381
| Closed | -$25.1K | – | 1844 |
|
|
2025
Q1 | $25.1K | Hold |
6,381
| – | – | ﹤0.01% | 1848 |
|
|
2024
Q4 | $38.8K | Hold |
6,381
| – | – | ﹤0.01% | 1857 |
|
|
2024
Q3 | $41.2K | Hold |
6,381
| – | – | ﹤0.01% | 1859 |
|
|
2024
Q2 | $35.7K | Buy |
6,381
+275
| +5% | +$1.54K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $28.8K | Hold |
6,106
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q4 | $37.4K | Buy |
6,106
+2,383
| +64% | +$14.6K | ﹤0.01% | 1910 |
|
|
2023
Q3 | $23.2K | Hold |
3,723
| – | – | ﹤0.01% | 1920 |
|
|
2023
Q2 | $30K | Buy |
3,723
+1,067
| +40% | +$8.59K | ﹤0.01% | 1937 |
|
|
2023
Q1 | $16.5K | Hold |
2,656
| – | – | ﹤0.01% | 1972 |
|
|
2022
Q4 | $20.8K | Hold |
2,656
| – | – | ﹤0.01% | 1786 |
|
|
2022
Q3 | $24K | Buy |
+2,656
| New | +$24K | ﹤0.01% | 1737 |
|