Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Hold |
50
| – | – | ﹤0.01% | 573 |
|
|
2025
Q1 | $3.69K | Hold |
50
| – | – | ﹤0.01% | 571 |
|
|
2024
Q4 | $4.08K | Hold |
50
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $3.49K | Hold |
50
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $2.96K | Hold |
50
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $3.27K | Sell |
50
-75
| -60% | -$4.9K | ﹤0.01% | 568 |
|
|
2023
Q4 | $8.99K | Buy |
+125
| New | +$8.99K | ﹤0.01% | 463 |
|
|
2021
Q1 | – | Sell |
-2,130
| Closed | -$718K | – | 217 |
|
|
2020
Q4 | $718K | Buy |
2,130
+231
| +12% | +$77.9K | 0.12% | 147 |
|
|
2020
Q3 | $893K | Sell |
1,899
-1,431
| -43% | -$673K | 0.17% | 109 |
|
|
2020
Q2 | $844K | Buy |
+3,330
| New | +$844K | 0.18% | 96 |
|