Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
1,120
| – | – | ﹤0.01% | 1089 |
|
|
2025
Q1 | $198K | Hold |
1,120
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q4 | $218K | Buy |
1,120
+170
| +18% | +$33.1K | ﹤0.01% | 1025 |
|
|
2024
Q3 | $170K | Sell |
950
-236
| -20% | -$42.1K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $243K | Hold |
1,186
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q1 | $298K | Sell |
1,186
-486
| -29% | -$122K | ﹤0.01% | 985 |
|
|
2023
Q4 | $307K | Buy |
1,672
+909
| +119% | +$167K | ﹤0.01% | 989 |
|
|
2023
Q3 | $137K | Sell |
763
-24
| -3% | -$4.31K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $127K | Hold |
787
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q1 | $112K | Buy |
787
+4
| +0.5% | +$567 | ﹤0.01% | 1082 |
|
|
2022
Q4 | $107K | Sell |
783
-124
| -14% | -$16.9K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $118K | Buy |
+907
| New | +$118K | ﹤0.01% | 1110 |
|
|
2022
Q2 | – | Sell |
-1,205
| Closed | -$217K | – | 1214 |
|
|
2022
Q1 | $217K | Buy |
+1,205
| New | +$217K | ﹤0.01% | 1143 |
|
|
2021
Q1 | – | Sell |
-795
| Closed | -$123K | – | 1337 |
|
|
2020
Q4 | $123K | Buy |
795
+119
| +18% | +$18.4K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $90K | Buy |
+676
| New | +$90K | ﹤0.01% | 1200 |
|