Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Hold |
273
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $30.4K | Sell |
273
-185
| -40% | -$20.6K | ﹤0.01% | 329 |
|
|
2024
Q4 | $47.4K | Hold |
458
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $51.2K | Hold |
458
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $40.9K | Hold |
458
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $39.3K | Sell |
458
-2
| -0.4% | -$172 | ﹤0.01% | 414 |
|
|
2023
Q4 | $38K | Hold |
460
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $35.3K | Hold |
460
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $32.1K | Buy |
460
+2
| +0.4% | +$140 | ﹤0.01% | 401 |
|
|
2023
Q1 | $29.6K | Hold |
458
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $32.9K | Hold |
458
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $26K | Hold |
458
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $25K | Hold |
458
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $29K | Hold |
458
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $27K | Hold |
458
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $24K | Hold |
458
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $25K | Hold |
458
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $23K | Sell |
458
-20
| -4% | -$1K | ﹤0.01% | 397 |
|
|
2020
Q4 | $21K | Buy |
478
+458
| +2,290% | +$20.1K | ﹤0.01% | 440 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 573 |
|
|
2019
Q3 | – | Sell |
-156
| Closed | -$9K | – | 515 |
|
|
2019
Q2 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 615 |
|
|
2016
Q4 | – | Sell |
-282
| Closed | -$10K | – | 565 |
|
|
2016
Q3 | $10K | Buy |
+282
| New | +$10K | ﹤0.01% | 465 |
|
|
2013
Q4 | – | Sell |
-750
| Closed | -$23K | – | 582 |
|
|
2013
Q3 | $23K | Hold |
750
| – | – | ﹤0.01% | 355 |
|
|
2013
Q2 | $22K | Buy |
+750
| New | +$22K | ﹤0.01% | 364 |
|