Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Sell |
886
-1,284
| -59% | -$56.5K | 0.02% | 991 |
|
|
2025
Q1 | $109K | Sell |
2,170
-1,629
| -43% | -$81.8K | 0.07% | 430 |
|
|
2024
Q4 | $163K | Sell |
3,799
-2,529
| -40% | -$109K | 0.1% | 258 |
|
|
2024
Q3 | $248K | Hold |
6,328
| – | – | 0.16% | 105 |
|
|
2024
Q2 | $204K | Buy |
6,328
+1,988
| +46% | +$64.1K | 0.13% | 155 |
|
|
2024
Q1 | $143K | Buy |
4,340
+2,476
| +133% | +$81.6K | 0.09% | 300 |
|
|
2023
Q4 | $65K | Buy |
1,864
+315
| +20% | +$11K | 0.04% | 733 |
|
|
2023
Q3 | $56K | Buy |
1,549
+904
| +140% | +$32.7K | 0.04% | 711 |
|
|
2023
Q2 | $24K | Buy |
645
+422
| +189% | +$15.7K | 0.02% | 1053 |
|
|
2023
Q1 | $10K | Sell |
223
-11
| -5% | -$493 | 0.01% | 1311 |
|
|
2022
Q4 | $11K | Sell |
234
-4
| -2% | -$188 | 0.01% | 1277 |
|
|
2022
Q3 | $10K | Buy |
+238
| New | +$10K | 0.01% | 1258 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 2070 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2231 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2199 |
|