Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
593
+215
| +57% | +$6.53K | 0.01% | 1284 |
|
|
2025
Q1 | $13K | Sell |
378
-122
| -24% | -$4.2K | 0.01% | 1334 |
|
|
2024
Q4 | $15K | Sell |
500
-144
| -22% | -$4.32K | 0.01% | 1308 |
|
|
2024
Q3 | $20K | Sell |
644
-1,409
| -69% | -$43.8K | 0.01% | 1205 |
|
|
2024
Q2 | $74K | Sell |
2,053
-36
| -2% | -$1.3K | 0.05% | 670 |
|
|
2024
Q1 | $79K | Buy |
2,089
+1,409
| +207% | +$53.3K | 0.05% | 670 |
|
|
2023
Q4 | $24K | Hold |
680
| – | – | 0.02% | 1117 |
|
|
2023
Q3 | $26K | Hold |
680
| – | – | 0.02% | 1018 |
|
|
2023
Q2 | $24K | Hold |
680
| – | – | 0.02% | 1050 |
|
|
2023
Q1 | $26K | Sell |
680
-79
| -10% | -$3.02K | 0.02% | 919 |
|
|
2022
Q4 | $27K | Sell |
759
-2
| -0.3% | -$71 | 0.02% | 943 |
|
|
2022
Q3 | $22K | Hold |
761
| – | – | 0.02% | 964 |
|
|
2022
Q2 | $22K | Sell |
761
-97
| -11% | -$2.8K | 0.02% | 949 |
|
|
2022
Q1 | $25K | Buy |
+858
| New | +$25K | 0.02% | 991 |
|