Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
196
-4
| -2% | -$327 | 0.01% | 1330 |
|
|
2025
Q1 | $17K | Hold |
200
| – | – | 0.01% | 1248 |
|
|
2024
Q4 | $16K | Sell |
200
-5
| -2% | -$400 | 0.01% | 1292 |
|
|
2024
Q3 | $17K | Hold |
205
| – | – | 0.01% | 1271 |
|
|
2024
Q2 | $12K | Buy |
205
+17
| +9% | +$995 | 0.01% | 1412 |
|
|
2024
Q1 | $11K | Sell |
188
-24
| -11% | -$1.4K | 0.01% | 1515 |
|
|
2023
Q4 | $12K | Sell |
212
-17
| -7% | -$962 | 0.01% | 1428 |
|
|
2023
Q3 | $13K | Sell |
229
-30
| -12% | -$1.7K | 0.01% | 1294 |
|
|
2023
Q2 | $16K | Buy |
259
+4
| +2% | +$247 | 0.01% | 1230 |
|
|
2023
Q1 | $16K | Buy |
255
+23
| +10% | +$1.44K | 0.01% | 1091 |
|
|
2022
Q4 | $16K | Sell |
232
-2
| -0.9% | -$138 | 0.01% | 1109 |
|
|
2022
Q3 | $15K | Sell |
234
-2,275
| -91% | -$146K | 0.01% | 1097 |
|
|
2022
Q2 | $168K | Buy |
2,509
+396
| +19% | +$26.5K | 0.13% | 154 |
|
|
2022
Q1 | $128K | Buy |
2,113
+554
| +36% | +$33.6K | 0.09% | 354 |
|
|
2021
Q4 | $94K | Buy |
+1,559
| New | +$94K | 0.13% | 191 |
|