Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
1,003
-4,993
| -83% | -$2.67M | ﹤0.01% | 717 |
|
|
2025
Q1 | $2.22M | Buy |
5,996
+3,814
| +175% | +$1.41M | ﹤0.01% | 549 |
|
|
2024
Q4 | $990K | Buy |
2,182
+1,638
| +301% | +$743K | ﹤0.01% | 642 |
|
|
2024
Q3 | $234K | Sell |
544
-755
| -58% | -$325K | ﹤0.01% | 799 |
|
|
2024
Q2 | $474K | Hold |
1,299
| – | – | ﹤0.01% | 753 |
|
|
2024
Q1 | $456K | Buy |
1,299
+206
| +19% | +$72.2K | ﹤0.01% | 767 |
|
|
2023
Q4 | $234K | Hold |
1,093
| – | – | ﹤0.01% | 813 |
|
|
2023
Q3 | $228K | Hold |
1,093
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $203K | Buy |
1,093
+253
| +30% | +$47K | ﹤0.01% | 857 |
|
|
2023
Q1 | $137K | Sell |
840
-253
| -23% | -$41.2K | ﹤0.01% | 897 |
|
|
2022
Q4 | $162K | Hold |
1,093
| – | – | ﹤0.01% | 902 |
|
|
2022
Q3 | $125K | Hold |
1,093
| – | – | ﹤0.01% | 929 |
|
|
2022
Q2 | $113K | Hold |
1,093
| – | – | ﹤0.01% | 942 |
|
|
2022
Q1 | $124K | Hold |
1,093
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $139K | Hold |
1,093
| – | – | ﹤0.01% | 923 |
|
|
2021
Q3 | $126K | Hold |
1,093
| – | – | ﹤0.01% | 897 |
|
|
2021
Q2 | $134K | Hold |
1,093
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $122K | Buy |
1,093
+96
| +10% | +$10.7K | ﹤0.01% | 859 |
|
|
2020
Q4 | $91K | Hold |
997
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $68K | Hold |
997
| – | – | ﹤0.01% | 817 |
|
|
2020
Q2 | $65K | Sell |
997
-100
| -9% | -$6.52K | ﹤0.01% | 790 |
|
|
2020
Q1 | $67K | Hold |
1,097
| – | – | ﹤0.01% | 756 |
|
|
2019
Q4 | $95K | Buy |
+1,097
| New | +$95K | ﹤0.01% | 719 |
|
|
2018
Q2 | – | Sell |
-320
| Closed | -$25K | – | 901 |
|
|
2018
Q1 | $25K | Buy |
+320
| New | +$25K | ﹤0.01% | 1030 |
|