Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
289
+3
| +1% | +$93 | 0.01% | 1621 |
|
|
2025
Q1 | $9K | Sell |
286
-5
| -2% | -$157 | 0.01% | 1530 |
|
|
2024
Q4 | $11K | Buy |
291
+2
| +0.7% | +$76 | 0.01% | 1455 |
|
|
2024
Q3 | $11K | Sell |
289
-7
| -2% | -$266 | 0.01% | 1468 |
|
|
2024
Q2 | $12K | Sell |
296
-3
| -1% | -$122 | 0.01% | 1387 |
|
|
2024
Q1 | $10K | Sell |
299
-1
| -0.3% | -$33 | 0.01% | 1558 |
|
|
2023
Q4 | $10K | Buy |
300
+6
| +2% | +$200 | 0.01% | 1531 |
|
|
2023
Q3 | $9K | Buy |
294
+114
| +63% | +$3.49K | 0.01% | 1459 |
|
|
2023
Q2 | $6K | Buy |
180
+1
| +0.6% | +$33 | ﹤0.01% | 1661 |
|
|
2023
Q1 | $8K | Buy |
179
+3
| +2% | +$134 | 0.01% | 1403 |
|
|
2022
Q4 | $8K | Hold |
176
| – | – | 0.01% | 1399 |
|
|
2022
Q3 | $6K | Sell |
176
-841
| -83% | -$28.7K | 0.01% | 1427 |
|
|
2022
Q2 | $46K | Sell |
1,017
-63
| -6% | -$2.85K | 0.04% | 757 |
|
|
2022
Q1 | $97K | Buy |
1,080
+104
| +11% | +$9.34K | 0.06% | 511 |
|
|
2021
Q4 | $58K | Buy |
+976
| New | +$58K | 0.08% | 448 |
|