Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$167 | – | 613 |
|
|
2025
Q1 | $167 | Buy |
+13
| New | +$167 | ﹤0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$587 | – | 761 |
|
|
2023
Q3 | $587 | Buy |
+16
| New | +$587 | ﹤0.01% | 730 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 799 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 700 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$1K | – | 512 |
|
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 808 |
|
|
2019
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 561 |
|
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 558 |
|
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 500 |
|
|
2018
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 542 |
|
|
2017
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 545 |
|
|
2017
Q3 | $2K | Sell |
23
-20
| -47% | -$1.74K | ﹤0.01% | 531 |
|
|
2017
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 547 |
|
|
2017
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 583 |
|
|
2016
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 547 |
|