Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Hold |
142
| – | – | 0.02% | 968 |
|
|
2025
Q1 | $43K | Buy |
142
+4
| +3% | +$1.21K | 0.03% | 899 |
|
|
2024
Q4 | $38K | Buy |
138
+22
| +19% | +$6.06K | 0.02% | 950 |
|
|
2024
Q3 | $33K | Buy |
116
+5
| +5% | +$1.42K | 0.02% | 1024 |
|
|
2024
Q2 | $28K | Sell |
111
-3
| -3% | -$757 | 0.02% | 1069 |
|
|
2024
Q1 | $30K | Buy |
114
+2
| +2% | +$526 | 0.02% | 1062 |
|
|
2023
Q4 | $25K | Sell |
112
-25
| -18% | -$5.58K | 0.02% | 1103 |
|
|
2023
Q3 | $29K | Hold |
137
| – | – | 0.02% | 988 |
|
|
2023
Q2 | $26K | Sell |
137
-2
| -1% | -$380 | 0.02% | 1023 |
|
|
2023
Q1 | $27K | Sell |
139
-9
| -6% | -$1.75K | 0.02% | 909 |
|
|
2022
Q4 | $33K | Sell |
148
-290
| -66% | -$64.7K | 0.03% | 880 |
|
|
2022
Q3 | $80K | Buy |
438
+394
| +895% | +$72K | 0.07% | 469 |
|
|
2022
Q2 | $9K | Hold |
44
| – | – | 0.01% | 1234 |
|
|
2022
Q1 | $9K | Buy |
44
+10
| +29% | +$2.05K | 0.01% | 1332 |
|
|
2021
Q4 | $7K | Buy |
+34
| New | +$7K | 0.01% | 1139 |
|