Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,000
-1,150
| -37% | -$181K | ﹤0.01% | 754 |
|
|
2025
Q1 | $407K | Sell |
3,150
-142
| -4% | -$18.3K | ﹤0.01% | 760 |
|
|
2024
Q4 | $470K | Buy |
3,292
+1,277
| +63% | +$182K | ﹤0.01% | 822 |
|
|
2024
Q3 | $301K | Buy |
2,015
+215
| +12% | +$32.1K | ﹤0.01% | 798 |
|
|
2024
Q2 | $233K | Buy |
1,800
+156
| +9% | +$20.2K | ﹤0.01% | 819 |
|
|
2024
Q1 | $224K | Buy |
1,644
+175
| +12% | +$23.8K | ﹤0.01% | 826 |
|
|
2023
Q4 | $175K | Buy |
1,469
+138
| +10% | +$16.4K | ﹤0.01% | 871 |
|
|
2023
Q3 | $130K | Buy |
+1,331
| New | +$130K | ﹤0.01% | 916 |
|
|
2015
Q2 | – | Sell |
-4,126
| Closed | -$165K | – | 1405 |
|
|
2015
Q1 | $165K | Hold |
4,126
| – | – | ﹤0.01% | 1161 |
|
|
2014
Q4 | $167K | Buy |
+4,126
| New | +$167K | ﹤0.01% | 1247 |
|
|
2013
Q4 | – | Sell |
-440
| Closed | -$16K | – | 1324 |
|
|
2013
Q3 | $16K | Hold |
440
| – | – | ﹤0.01% | 1232 |
|
|
2013
Q2 | $13K | Buy |
+440
| New | +$13K | ﹤0.01% | 1218 |
|