Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153K | Sell |
3,104
-2,156
| -41% | -$106K | ﹤0.01% | 832 |
|
2025
Q1 | $233K | Buy |
5,260
+2,156
| +69% | +$95.3K | ﹤0.01% | 813 |
|
2024
Q4 | $146K | Sell |
3,104
-2,156
| -41% | -$101K | ﹤0.01% | 819 |
|
2024
Q3 | $248K | Hold |
5,260
| – | – | ﹤0.01% | 793 |
|
2024
Q2 | $199K | Buy |
5,260
+3,104
| +144% | +$118K | ﹤0.01% | 860 |
|
2024
Q1 | $80.1K | Hold |
2,156
| – | – | ﹤0.01% | 973 |
|
2023
Q4 | $71.6K | Hold |
2,156
| – | – | ﹤0.01% | 961 |
|
2023
Q3 | $60.7K | Hold |
2,156
| – | – | ﹤0.01% | 956 |
|
2023
Q2 | $69.6K | Hold |
2,156
| – | – | ﹤0.01% | 973 |
|
2023
Q1 | $71.5K | Hold |
2,156
| – | – | ﹤0.01% | 968 |
|
2022
Q4 | $59.1K | Hold |
2,156
| – | – | ﹤0.01% | 987 |
|
2022
Q3 | $61K | Hold |
2,156
| – | – | ﹤0.01% | 979 |
|
2022
Q2 | $61K | Hold |
2,156
| – | – | ﹤0.01% | 979 |
|
2022
Q1 | $80K | Hold |
2,156
| – | – | ﹤0.01% | 950 |
|
2021
Q4 | $90K | Hold |
2,156
| – | – | ﹤0.01% | 944 |
|
2021
Q3 | $78K | Hold |
2,156
| – | – | ﹤0.01% | 937 |
|
2021
Q2 | $79K | Hold |
2,156
| – | – | ﹤0.01% | 930 |
|
2021
Q1 | $65K | Hold |
2,156
| – | – | ﹤0.01% | 910 |
|
2020
Q4 | $60K | Hold |
2,156
| – | – | ﹤0.01% | 867 |
|
2020
Q3 | $42K | Sell |
2,156
-5,215
| -71% | -$102K | ﹤0.01% | 847 |
|
2020
Q2 | $113K | Hold |
7,371
| – | – | ﹤0.01% | 729 |
|
2020
Q1 | $92K | Buy |
+7,371
| New | +$92K | ﹤0.01% | 728 |
|
2018
Q4 | – | Sell |
-3,176
| Closed | -$96K | – | 755 |
|
2018
Q3 | $96K | Hold |
3,176
| – | – | ﹤0.01% | 709 |
|
2018
Q2 | $89K | Hold |
3,176
| – | – | ﹤0.01% | 794 |
|
2018
Q1 | $91K | Hold |
3,176
| – | – | ﹤0.01% | 999 |
|
2017
Q4 | $102K | Buy |
+3,176
| New | +$102K | ﹤0.01% | 748 |
|
2017
Q3 | – | Sell |
-1,616
| Closed | -$49K | – | 854 |
|
2017
Q2 | $49K | Hold |
1,616
| – | – | ﹤0.01% | 829 |
|
2017
Q1 | $43K | Buy |
+1,616
| New | +$43K | ﹤0.01% | 832 |
|