Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44K | Hold |
19
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $6.38K | Hold |
19
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $5.33K | Hold |
19
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $6.65K | Hold |
19
| – | – | ﹤0.01% | 528 |
|
|
2024
Q2 | $6.32K | Hold |
19
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $6.92K | Hold |
19
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $5.68K | Buy |
+19
| New | +$5.68K | ﹤0.01% | 492 |
|
|
2021
Q1 | – | Sell |
-3,118
| Closed | -$649K | – | 209 |
|
|
2020
Q4 | $649K | Buy |
+3,118
| New | +$649K | 0.11% | 153 |
|
|
2020
Q1 | – | Sell |
-2,987
| Closed | -$611K | – | 158 |
|
|
2019
Q4 | $611K | Buy |
+2,987
| New | +$611K | 0.12% | 143 |
|
|
2018
Q1 | – | Sell |
-1,642
| Closed | -$333K | – | 154 |
|
|
2017
Q4 | $333K | Buy |
1,642
+308
| +23% | +$62.5K | 0.14% | 101 |
|
|
2017
Q3 | $249K | Buy |
+1,334
| New | +$249K | 0.11% | 108 |
|