Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,786
| Closed | -$14.1K | – | 2188 |
|
|
2025
Q1 | $14.1K | Buy |
4,786
+294
| +7% | +$864 | ﹤0.01% | 1870 |
|
|
2024
Q4 | $18K | Hold |
4,492
| – | – | ﹤0.01% | 1892 |
|
|
2024
Q3 | $25.9K | Hold |
4,492
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q2 | $14.2K | Sell |
4,492
-3,206
| -42% | -$10.2K | ﹤0.01% | 1859 |
|
|
2024
Q1 | $12.7K | Hold |
7,698
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $22.6K | Buy |
7,698
+5,646
| +275% | +$16.6K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $6.48K | Hold |
2,052
| – | – | ﹤0.01% | 1974 |
|
|
2023
Q2 | $18.2K | Buy |
2,052
+1,170
| +133% | +$10.4K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $7.52K | Hold |
882
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q4 | $9.43K | Hold |
882
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q3 | $10K | Buy |
+882
| New | +$10K | ﹤0.01% | 1776 |
|