Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Buy |
5,160
+3,999
| +344% | +$34.8K | ﹤0.01% | 884 |
|
|
2025
Q1 | $10.1K | Buy |
1,161
+267
| +30% | +$2.33K | ﹤0.01% | 917 |
|
|
2024
Q4 | $9.63K | Sell |
894
-612
| -41% | -$6.59K | ﹤0.01% | 879 |
|
|
2024
Q3 | $16.1K | Sell |
1,506
-82
| -5% | -$877 | ﹤0.01% | 934 |
|
|
2024
Q2 | $25.6K | Hold |
1,588
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q1 | $18.2K | Buy |
1,588
+100
| +7% | +$1.15K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $25.4K | Buy |
1,488
+599
| +67% | +$10.2K | ﹤0.01% | 1007 |
|
|
2023
Q3 | $7.75K | Buy |
+889
| New | +$7.75K | ﹤0.01% | 1025 |
|
|
2023
Q2 | – | Sell |
-1,095
| Closed | -$12.3K | – | 1205 |
|
|
2023
Q1 | $12.3K | Buy |
1,095
+31
| +3% | +$348 | ﹤0.01% | 1067 |
|
|
2022
Q4 | $9.48K | Buy |
1,064
+216
| +25% | +$1.93K | ﹤0.01% | 1087 |
|
|
2022
Q3 | $9K | Sell |
848
-3,298
| -80% | -$35K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $55K | Buy |
4,146
+2,253
| +119% | +$29.9K | ﹤0.01% | 989 |
|
|
2022
Q1 | $68K | Sell |
1,893
-267
| -12% | -$9.59K | ﹤0.01% | 965 |
|
|
2021
Q4 | $103K | Buy |
2,160
+380
| +21% | +$18.1K | ﹤0.01% | 938 |
|
|
2021
Q3 | $131K | Hold |
1,780
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $121K | Hold |
1,780
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $93K | Sell |
1,780
-720
| -29% | -$37.6K | ﹤0.01% | 882 |
|
|
2020
Q4 | $123K | Hold |
2,500
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $65K | Buy |
+2,500
| New | +$65K | ﹤0.01% | 822 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$159K | – | 1038 |
|
|
2018
Q1 | $159K | Buy |
+10,000
| New | +$159K | ﹤0.01% | 944 |
|