Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
107
-16
| -13% | -$2.09K | 0.01% | 1389 |
|
|
2025
Q1 | $13K | Buy |
123
+2
| +2% | +$211 | 0.01% | 1370 |
|
|
2024
Q4 | $16K | Buy |
121
+20
| +20% | +$2.65K | 0.01% | 1303 |
|
|
2024
Q3 | $11K | Sell |
101
-1
| -1% | -$109 | 0.01% | 1530 |
|
|
2024
Q2 | $11K | Hold |
102
| – | – | 0.01% | 1503 |
|
|
2024
Q1 | $13K | Sell |
102
-55
| -35% | -$7.01K | 0.01% | 1410 |
|
|
2023
Q4 | $14K | Hold |
157
| – | – | 0.01% | 1364 |
|
|
2023
Q3 | $12K | Sell |
157
-938
| -86% | -$71.7K | 0.01% | 1345 |
|
|
2023
Q2 | $65K | Sell |
1,095
-669
| -38% | -$39.7K | 0.05% | 668 |
|
|
2023
Q1 | $56K | Buy |
1,764
+1,117
| +173% | +$35.5K | 0.05% | 666 |
|
|
2022
Q4 | $22K | Buy |
647
+401
| +163% | +$13.6K | 0.02% | 1009 |
|
|
2022
Q3 | $7K | Sell |
246
-2,699
| -92% | -$76.8K | 0.01% | 1419 |
|
|
2022
Q2 | $84K | Buy |
2,945
+550
| +23% | +$15.7K | 0.07% | 502 |
|
|
2022
Q1 | $104K | Buy |
2,395
+2,018
| +535% | +$87.6K | 0.07% | 480 |
|
|
2021
Q4 | $17K | Buy |
+377
| New | +$17K | 0.02% | 903 |
|