Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Hold |
444
| – | – | 0.04% | 742 |
|
|
2025
Q1 | $57K | Buy |
444
+1
| +0.2% | +$128 | 0.04% | 793 |
|
|
2024
Q4 | $63K | Buy |
443
+2
| +0.5% | +$284 | 0.04% | 764 |
|
|
2024
Q3 | $66K | Sell |
441
-462
| -51% | -$69.1K | 0.04% | 743 |
|
|
2024
Q2 | $117K | Buy |
903
+140
| +18% | +$18.1K | 0.08% | 399 |
|
|
2024
Q1 | $104K | Sell |
763
-3
| -0.4% | -$409 | 0.07% | 518 |
|
|
2023
Q4 | $91K | Sell |
766
-41
| -5% | -$4.87K | 0.06% | 557 |
|
|
2023
Q3 | $79K | Sell |
807
-39
| -5% | -$3.82K | 0.06% | 557 |
|
|
2023
Q2 | $79K | Sell |
846
-59
| -7% | -$5.51K | 0.06% | 571 |
|
|
2023
Q1 | $78K | Buy |
905
+49
| +6% | +$4.22K | 0.07% | 516 |
|
|
2022
Q4 | $70K | Sell |
856
-133
| -13% | -$10.9K | 0.06% | 587 |
|
|
2022
Q3 | $65K | Sell |
989
-1,140
| -54% | -$74.9K | 0.06% | 586 |
|
|
2022
Q2 | $143K | Buy |
2,129
+2,029
| +2,029% | +$136K | 0.11% | 213 |
|
|
2022
Q1 | $8K | Buy |
100
+44
| +79% | +$3.52K | 0.01% | 1380 |
|
|
2021
Q4 | $6K | Buy |
+56
| New | +$6K | 0.01% | 1229 |
|