Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Sell |
1,090
-260
| -19% | -$7.52K | 0.03% | 118 |
|
|
2025
Q1 | $38.2K | Hold |
1,350
| – | – | 0.03% | 81 |
|
|
2024
Q4 | $30.7K | Hold |
1,350
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $29.7K | Sell |
1,350
-118
| -8% | -$2.6K | 0.02% | 86 |
|
|
2024
Q2 | $26.7K | Hold |
1,468
| – | – | 0.02% | 79 |
|
|
2024
Q1 | $24.9K | Hold |
1,468
| – | – | 0.02% | 83 |
|
|
2023
Q4 | $24.3K | Sell |
1,468
-910
| -38% | -$15.1K | 0.02% | 87 |
|
|
2023
Q3 | $35.7K | Sell |
2,378
-1,218
| -34% | -$18.3K | 0.04% | 79 |
|
|
2023
Q2 | $57.4K | Hold |
3,596
| – | – | 0.05% | 65 |
|
|
2023
Q1 | $68K | Hold |
3,596
| – | – | 0.08% | 60 |
|
|
2022
Q4 | $69K | Sell |
3,596
-104
| -3% | -$2K | 0.07% | 66 |
|
|
2022
Q3 | $56K | Hold |
3,700
| – | – | 0.07% | 67 |
|
|
2022
Q2 | $78K | Sell |
3,700
-1,452
| -28% | -$30.6K | 0.09% | 61 |
|
|
2022
Q1 | $92K | Sell |
5,152
-358
| -6% | -$6.39K | 0.1% | 59 |
|
|
2021
Q4 | $103K | Hold |
5,510
| – | – | 0.1% | 66 |
|
|
2021
Q3 | $113K | Hold |
5,510
| – | – | 0.12% | 57 |
|
|
2021
Q2 | $120K | Buy |
5,510
+1,541
| +39% | +$33.6K | 0.13% | 56 |
|
|
2021
Q1 | $91K | Buy |
+3,969
| New | +$91K | 0.11% | 62 |
|