Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Buy |
756
+44
| +6% | +$477 | ﹤0.01% | 399 |
|
|
2025
Q1 | $7.14K | Sell |
712
-28,177
| -98% | -$283K | ﹤0.01% | 391 |
|
|
2024
Q4 | $286K | Buy |
28,889
+3,825
| +15% | +$37.9K | 0.13% | 127 |
|
|
2024
Q3 | $265K | Buy |
25,064
+2,076
| +9% | +$21.9K | 0.12% | 137 |
|
|
2024
Q2 | $288K | Buy |
22,988
+22,763
| +10,117% | +$285K | 0.14% | 139 |
|
|
2024
Q1 | $2.99K | Sell |
225
-1,452
| -87% | -$19.3K | ﹤0.01% | 445 |
|
|
2023
Q4 | $20.4K | Sell |
1,677
-75
| -4% | -$914 | 0.01% | 310 |
|
|
2023
Q3 | $21.8K | Sell |
1,752
-98
| -5% | -$1.22K | 0.01% | 302 |
|
|
2023
Q2 | $28K | Sell |
1,850
-502
| -21% | -$7.6K | 0.02% | 263 |
|
|
2023
Q1 | $29.6K | Buy |
2,352
+300
| +15% | +$3.78K | 0.02% | 257 |
|
|
2022
Q4 | $23.9K | Hold |
2,052
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $23K | Sell |
2,052
-98
| -5% | -$1.1K | 0.02% | 270 |
|
|
2022
Q2 | $24K | Sell |
2,150
-100
| -4% | -$1.12K | 0.02% | 262 |
|
|
2022
Q1 | $38K | Sell |
2,250
-502
| -18% | -$8.48K | 0.02% | 243 |
|
|
2021
Q4 | $57K | Buy |
2,752
+1,300
| +90% | +$26.9K | 0.03% | 211 |
|
|
2021
Q3 | $21K | Hold |
1,452
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $22K | Sell |
1,452
-100
| -6% | -$1.52K | 0.01% | 285 |
|
|
2021
Q1 | $19K | Hold |
1,552
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $14K | Sell |
1,552
-400
| -20% | -$3.61K | 0.01% | 297 |
|
|
2020
Q3 | $13K | Sell |
1,952
-100
| -5% | -$666 | 0.01% | 292 |
|
|
2020
Q2 | $12K | Buy |
2,052
+62
| +3% | +$363 | 0.01% | 317 |
|
|
2020
Q1 | $10K | Buy |
1,990
+538
| +37% | +$2.7K | 0.01% | 298 |
|
|
2019
Q4 | $14K | Hold |
1,452
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $13K | Sell |
1,452
-235
| -14% | -$2.1K | 0.01% | 307 |
|
|
2019
Q2 | $17K | Hold |
1,687
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $15K | Hold |
1,687
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $13K | Sell |
1,687
-1,000
| -37% | -$7.71K | 0.01% | 241 |
|
|
2018
Q3 | $25K | Sell |
2,687
-10,800
| -80% | -$100K | 0.01% | 191 |
|
|
2018
Q2 | $149K | Buy |
13,487
+300
| +2% | +$3.31K | 0.09% | 115 |
|
|
2018
Q1 | $146K | Buy |
13,187
+7,552
| +134% | +$83.6K | 0.09% | 117 |
|
|
2017
Q4 | $70K | Buy |
+5,635
| New | +$70K | 0.04% | 136 |
|