Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,046
| Closed | -$51.1K | – | 1883 |
|
|
2025
Q1 | $51.1K | Hold |
6,046
| – | – | ﹤0.01% | 1815 |
|
|
2024
Q4 | $40.1K | Hold |
6,046
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q3 | $43K | Buy |
6,046
+1,121
| +23% | +$7.97K | ﹤0.01% | 1854 |
|
|
2024
Q2 | $55.9K | Buy |
4,925
+78
| +2% | +$886 | ﹤0.01% | 1778 |
|
|
2024
Q1 | $41.6K | Hold |
4,847
| – | – | ﹤0.01% | 1857 |
|
|
2023
Q4 | $63.8K | Buy |
4,847
+1,811
| +60% | +$23.9K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $41.5K | Hold |
3,036
| – | – | ﹤0.01% | 1885 |
|
|
2023
Q2 | $42.4K | Hold |
3,036
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q1 | $48K | Hold |
3,036
| – | – | ﹤0.01% | 1886 |
|
|
2022
Q4 | $50.1K | Sell |
3,036
-1,148
| -27% | -$18.9K | ﹤0.01% | 1698 |
|
|
2022
Q3 | $90K | Buy |
+4,184
| New | +$90K | ﹤0.01% | 1573 |
|