Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17K | Buy |
118
+85
| +258% | +$5.17K | ﹤0.01% | 1118 |
|
|
2025
Q1 | $1.9K | Hold |
33
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q4 | $1.63K | Hold |
33
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q3 | $1.49K | Hold |
33
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q2 | $1.44K | Hold |
33
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q1 | $1.3K | Sell |
33
-31
| -48% | -$1.22K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $2.6K | Hold |
64
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q3 | $2.53K | Hold |
64
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q2 | $2.54K | Sell |
64
-25
| -28% | -$991 | ﹤0.01% | 1077 |
|
|
2023
Q1 | $3.04K | Hold |
89
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q4 | $2.77K | Hold |
89
| – | – | ﹤0.01% | 1130 |
|
|
2022
Q3 | $2.32K | Buy |
+89
| New | +$2.32K | ﹤0.01% | 1130 |
|
|
2021
Q1 | – | Sell |
-3,321
| Closed | -$86K | – | 1263 |
|
|
2020
Q4 | $86K | Buy |
3,321
+229
| +7% | +$5.93K | ﹤0.01% | 1205 |
|
|
2020
Q3 | $61K | Buy |
+3,092
| New | +$61K | ﹤0.01% | 1212 |
|