Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Hold |
2,620
| – | – | ﹤0.01% | 1098 |
|
|
2025
Q1 | $127K | Hold |
2,620
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q4 | $128K | Hold |
2,620
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q3 | $163K | Sell |
2,620
-213
| -8% | -$13.2K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $162K | Hold |
2,833
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q1 | $163K | Buy |
2,833
+546
| +24% | +$31.5K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $156K | Buy |
2,287
+457
| +25% | +$31.2K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $104K | Sell |
1,830
-113
| -6% | -$6.43K | ﹤0.01% | 1042 |
|
|
2023
Q2 | $116K | Hold |
1,943
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q1 | $123K | Buy |
1,943
+121
| +7% | +$7.67K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $113K | Sell |
1,822
-339
| -16% | -$21K | ﹤0.01% | 1109 |
|
|
2022
Q3 | $108K | Buy |
+2,161
| New | +$108K | ﹤0.01% | 1112 |
|
|
2022
Q2 | – | Sell |
-2,936
| Closed | -$202K | – | 1120 |
|
|
2022
Q1 | $202K | Buy |
+2,936
| New | +$202K | ﹤0.01% | 1155 |
|
|
2021
Q1 | – | Sell |
-1,258
| Closed | -$73K | – | 1217 |
|
|
2020
Q4 | $73K | Buy |
1,258
+102
| +9% | +$5.92K | ﹤0.01% | 1208 |
|
|
2020
Q3 | $53K | Buy |
+1,156
| New | +$53K | ﹤0.01% | 1220 |
|