Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
35
+1
| +3% | +$200 | ﹤0.01% | 1716 |
|
|
2025
Q1 | $8K | Buy |
34
+1
| +3% | +$235 | 0.01% | 1638 |
|
|
2024
Q4 | $13K | Hold |
33
| – | – | 0.01% | 1397 |
|
|
2024
Q3 | $11K | Hold |
33
| – | – | 0.01% | 1510 |
|
|
2024
Q2 | $8K | Hold |
33
| – | – | 0.01% | 1684 |
|
|
2024
Q1 | $12K | Sell |
33
-154
| -82% | -$56K | 0.01% | 1467 |
|
|
2023
Q4 | $54K | Buy |
187
+5
| +3% | +$1.44K | 0.04% | 817 |
|
|
2023
Q3 | $48K | Buy |
182
+26
| +17% | +$6.86K | 0.04% | 790 |
|
|
2023
Q2 | $52K | Sell |
156
-22
| -12% | -$7.33K | 0.04% | 764 |
|
|
2023
Q1 | $43K | Sell |
178
-357
| -67% | -$86.2K | 0.04% | 767 |
|
|
2022
Q4 | $143K | Sell |
535
-293
| -35% | -$78.3K | 0.12% | 239 |
|
|
2022
Q3 | $205K | Sell |
828
-230
| -22% | -$56.9K | 0.18% | 80 |
|
|
2022
Q2 | $225K | Buy |
1,058
+140
| +15% | +$29.8K | 0.18% | 87 |
|
|
2022
Q1 | $300K | Buy |
918
+809
| +742% | +$264K | 0.2% | 56 |
|
|
2021
Q4 | $59K | Buy |
+109
| New | +$59K | 0.08% | 443 |
|