Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-451
| Closed | -$22.1K | – | 1931 |
|
|
2025
Q1 | $22.1K | Sell |
451
-67
| -13% | -$3.28K | ﹤0.01% | 1855 |
|
|
2024
Q4 | $29.4K | Buy |
518
+104
| +25% | +$5.9K | ﹤0.01% | 1871 |
|
|
2024
Q3 | $25.5K | Buy |
414
+40
| +11% | +$2.46K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $23.2K | Sell |
374
-30
| -7% | -$1.86K | ﹤0.01% | 1838 |
|
|
2024
Q1 | $28.5K | Sell |
404
-12
| -3% | -$845 | ﹤0.01% | 1884 |
|
|
2023
Q4 | $28.1K | Hold |
416
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q3 | $24.8K | Sell |
416
-83
| -17% | -$4.95K | ﹤0.01% | 1913 |
|
|
2023
Q2 | $31.3K | Hold |
499
| – | – | ﹤0.01% | 1932 |
|
|
2023
Q1 | $31.6K | Sell |
499
-3,399
| -87% | -$215K | ﹤0.01% | 1928 |
|
|
2022
Q4 | $221K | Buy |
3,898
+3,399
| +681% | +$193K | ﹤0.01% | 1501 |
|
|
2022
Q3 | $29K | Sell |
499
-3,553
| -88% | -$206K | ﹤0.01% | 1723 |
|
|
2022
Q2 | $250K | Buy |
4,052
+18
| +0.4% | +$1.11K | ﹤0.01% | 1334 |
|
|
2022
Q1 | $295K | Sell |
4,034
-47,180
| -92% | -$3.45M | ﹤0.01% | 1344 |
|
|
2021
Q4 | $3.84M | Sell |
51,214
-35,385
| -41% | -$2.65M | ﹤0.01% | 1060 |
|
|
2021
Q3 | $5.17M | Sell |
86,599
-68,844
| -44% | -$4.11M | ﹤0.01% | 993 |
|
|
2021
Q2 | $9.79M | Buy |
+155,443
| New | +$9.79M | 0.01% | 853 |
|