Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105
| Closed | -$8.45K | – | 614 |
|
|
2025
Q1 | $8.45K | Buy |
+105
| New | +$8.45K | ﹤0.01% | 434 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$270 | – | 840 |
|
|
2023
Q2 | $270 | Buy |
+3
| New | +$270 | ﹤0.01% | 937 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 578 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 714 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 574 |
|
|
2019
Q3 | – | Sell |
-424
| Closed | -$34K | – | 519 |
|
|
2019
Q2 | $34K | Buy |
+424
| New | +$34K | ﹤0.01% | 412 |
|
|
2017
Q4 | – | Sell |
-340
| Closed | -$17K | – | 561 |
|
|
2017
Q3 | $17K | Sell |
340
-160
| -32% | -$8K | ﹤0.01% | 416 |
|
|
2017
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
|
2017
Q1 | $30K | Buy |
+500
| New | +$30K | ﹤0.01% | 365 |
|