Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
261
| – | – | 0.01% | 1433 |
|
|
2025
Q1 | $8K | Buy |
261
+122
| +88% | +$3.74K | 0.01% | 1646 |
|
|
2024
Q4 | $6K | Hold |
139
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q3 | $8K | Hold |
139
| – | – | 0.01% | 1676 |
|
|
2024
Q2 | $7K | Buy |
139
+1
| +0.7% | +$50 | ﹤0.01% | 1732 |
|
|
2024
Q1 | $9K | Sell |
138
-1
| -0.7% | -$65 | 0.01% | 1680 |
|
|
2023
Q4 | $9K | Buy |
139
+1
| +0.7% | +$65 | 0.01% | 1666 |
|
|
2023
Q3 | $8K | Sell |
138
-107
| -44% | -$6.2K | 0.01% | 1586 |
|
|
2023
Q2 | $16K | Sell |
245
-2
| -0.8% | -$131 | 0.01% | 1239 |
|
|
2023
Q1 | $8K | Sell |
247
-1,197
| -83% | -$38.8K | 0.01% | 1444 |
|
|
2022
Q4 | $47K | Buy |
1,444
+144
| +11% | +$4.69K | 0.04% | 758 |
|
|
2022
Q3 | $43K | Hold |
1,300
| – | – | 0.04% | 754 |
|
|
2022
Q2 | $57K | Buy |
1,300
+238
| +22% | +$10.4K | 0.05% | 687 |
|
|
2022
Q1 | $118K | Buy |
1,062
+1,027
| +2,934% | +$114K | 0.08% | 398 |
|
|
2021
Q4 | $7K | Buy |
+35
| New | +$7K | 0.01% | 1185 |
|