Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Hold |
6
| – | – | 0.03% | 941 |
|
|
2025
Q1 | $43K | Buy |
6
+1
| +20% | +$7.17K | 0.03% | 903 |
|
|
2024
Q4 | $41K | Hold |
5
| – | – | 0.03% | 929 |
|
|
2024
Q3 | $49K | Sell |
5
-1
| -17% | -$9.8K | 0.03% | 886 |
|
|
2024
Q2 | $49K | Sell |
6
-5
| -45% | -$40.8K | 0.03% | 866 |
|
|
2024
Q1 | $92K | Hold |
11
| – | – | 0.06% | 593 |
|
|
2023
Q4 | $80K | Hold |
11
| – | – | 0.05% | 634 |
|
|
2023
Q3 | $68K | Sell |
11
-1
| -8% | -$6.18K | 0.05% | 627 |
|
|
2023
Q2 | $78K | Buy |
12
+7
| +140% | +$45.5K | 0.06% | 581 |
|
|
2023
Q1 | $30K | Sell |
5
-7
| -58% | -$42K | 0.03% | 883 |
|
|
2022
Q4 | $60K | Hold |
12
| – | – | 0.05% | 653 |
|
|
2022
Q3 | $51K | Sell |
12
-36
| -75% | -$153K | 0.04% | 692 |
|
|
2022
Q2 | $194K | Buy |
48
+20
| +71% | +$80.8K | 0.15% | 117 |
|
|
2022
Q1 | $128K | Buy |
28
+12
| +75% | +$54.9K | 0.09% | 355 |
|
|
2021
Q4 | $98K | Buy |
+16
| New | +$98K | 0.14% | 170 |
|