Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-152
| Closed | -$8.79K | – | 1108 |
|
|
2024
Q4 | $8.79K | Sell |
152
-205
| -57% | -$11.9K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $23.8K | Buy |
357
+43
| +14% | +$2.86K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $17K | Hold |
314
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q1 | $20.5K | Buy |
314
+41
| +15% | +$2.67K | ﹤0.01% | 1054 |
|
|
2023
Q4 | $17.7K | Sell |
273
-656
| -71% | -$42.6K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $53.8K | Hold |
929
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q2 | $59.8K | Hold |
929
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q1 | $60.4K | Buy |
929
+270
| +41% | +$17.5K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $38K | Buy |
659
+103
| +19% | +$5.94K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $27K | Buy |
+556
| New | +$27K | ﹤0.01% | 1122 |
|
|
2021
Q1 | – | Sell |
-583
| Closed | -$31K | – | 1293 |
|
|
2020
Q4 | $31K | Buy |
583
+47
| +9% | +$2.5K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $28K | Buy |
+536
| New | +$28K | ﹤0.01% | 1240 |
|