Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Sell |
104
-1
| -1% | -$356 | 0.02% | 1012 |
|
|
2025
Q1 | $42K | Buy |
105
+3
| +3% | +$1.2K | 0.03% | 911 |
|
|
2024
Q4 | $37K | Buy |
102
+21
| +26% | +$7.62K | 0.02% | 961 |
|
|
2024
Q3 | $28K | Buy |
81
+2
| +3% | +$691 | 0.02% | 1080 |
|
|
2024
Q2 | $23K | Buy |
79
+2
| +3% | +$582 | 0.01% | 1149 |
|
|
2024
Q1 | $26K | Sell |
77
-1
| -1% | -$338 | 0.02% | 1113 |
|
|
2023
Q4 | $23K | Buy |
78
+1
| +1% | +$295 | 0.02% | 1135 |
|
|
2023
Q3 | $25K | Sell |
77
-1
| -1% | -$325 | 0.02% | 1031 |
|
|
2023
Q2 | $27K | Sell |
78
-176
| -69% | -$60.9K | 0.02% | 1006 |
|
|
2023
Q1 | $80K | Buy |
254
+171
| +206% | +$53.9K | 0.07% | 501 |
|
|
2022
Q4 | $25K | Buy |
83
+12
| +17% | +$3.61K | 0.02% | 962 |
|
|
2022
Q3 | $19K | Buy |
71
+48
| +209% | +$12.8K | 0.02% | 1001 |
|
|
2022
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 1336 |
|
|
2022
Q1 | $8K | Buy |
23
+6
| +35% | +$2.09K | 0.01% | 1368 |
|
|
2021
Q4 | $5K | Buy |
+17
| New | +$5K | 0.01% | 1285 |
|