Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34K | Hold |
350
| – | – | ﹤0.01% | 903 |
|
|
2025
Q1 | $3.31K | Buy |
350
+250
| +250% | +$2.37K | ﹤0.01% | 926 |
|
|
2024
Q4 | $955 | Buy |
100
+12
| +14% | +$115 | ﹤0.01% | 895 |
|
|
2024
Q3 | $887 | Sell |
88
-312
| -78% | -$3.15K | ﹤0.01% | 953 |
|
|
2024
Q2 | $2.99K | Buy |
+400
| New | +$2.99K | ﹤0.01% | 1058 |
|
|
2024
Q1 | – | Sell |
-320
| Closed | -$3.48K | – | 1173 |
|
|
2023
Q4 | $3.48K | Hold |
320
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q3 | $4.01K | Buy |
320
+283
| +765% | +$3.55K | ﹤0.01% | 1036 |
|
|
2023
Q2 | $488 | Hold |
37
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q1 | $756 | Hold |
37
| – | – | ﹤0.01% | 1125 |
|
|
2022
Q4 | $710 | Hold |
37
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q4 | $1K | Sell |
37
-222
| -86% | -$6K | ﹤0.01% | 1040 |
|
|
2021
Q3 | $12K | Buy |
259
+169
| +188% | +$7.83K | ﹤0.01% | 1017 |
|
|
2021
Q2 | $5K | Sell |
90
-111
| -55% | -$6.17K | ﹤0.01% | 1005 |
|
|
2021
Q1 | $10K | Hold |
201
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $8K | Sell |
201
-800
| -80% | -$31.8K | ﹤0.01% | 919 |
|
|
2020
Q3 | $36K | Buy |
1,001
+301
| +43% | +$10.8K | ﹤0.01% | 855 |
|
|
2020
Q2 | $23K | Buy |
700
+489
| +232% | +$16.1K | ﹤0.01% | 846 |
|
|
2020
Q1 | $7K | Sell |
211
-4,365
| -95% | -$145K | ﹤0.01% | 871 |
|
|
2019
Q4 | $212K | Buy |
4,576
+4,005
| +701% | +$186K | ﹤0.01% | 645 |
|
|
2019
Q3 | $26K | Sell |
571
-450
| -44% | -$20.5K | ﹤0.01% | 729 |
|
|
2019
Q2 | $45K | Buy |
1,021
+605
| +145% | +$26.7K | ﹤0.01% | 717 |
|
|
2019
Q1 | $25K | Sell |
416
-16,722
| -98% | -$1M | ﹤0.01% | 711 |
|
|
2018
Q4 | $1M | Buy |
+17,138
| New | +$1M | ﹤0.01% | 502 |
|
|
2018
Q3 | – | Sell |
-115,530
| Closed | -$10.3M | – | 837 |
|
|
2018
Q2 | $10.3M | Sell |
115,530
-117,882
| -51% | -$10.5M | 0.04% | 268 |
|
|
2018
Q1 | $13.6M | Buy |
233,412
+118,228
| +103% | +$6.87M | 0.05% | 250 |
|
|
2017
Q4 | $11.9M | Sell |
115,184
-4,714
| -4% | -$488K | 0.05% | 246 |
|
|
2017
Q3 | $11.9M | Sell |
119,898
-14,142
| -11% | -$1.4M | 0.05% | 244 |
|
|
2017
Q2 | $8.91M | Buy |
134,040
+12,420
| +10% | +$826K | 0.04% | 264 |
|
|
2017
Q1 | $6.35M | Hold |
121,620
| – | – | 0.03% | 309 |
|
|
2016
Q4 | $4.94M | Buy |
+121,620
| New | +$4.94M | 0.02% | 328 |
|