Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Hold |
124
| – | – | ﹤0.01% | 425 |
|
|
2025
Q1 | $11.8K | Buy |
124
+10
| +9% | +$949 | ﹤0.01% | 419 |
|
|
2024
Q4 | $9.68K | Hold |
114
| – | – | ﹤0.01% | 398 |
|
|
2024
Q3 | $11.4K | Hold |
114
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $10.2K | Hold |
114
| – | – | ﹤0.01% | 556 |
|
|
2024
Q1 | $9.5K | Sell |
114
-26
| -19% | -$2.17K | ﹤0.01% | 518 |
|
|
2023
Q4 | $10.9K | Hold |
140
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $10.8K | Sell |
140
-9
| -6% | -$694 | ﹤0.01% | 501 |
|
|
2023
Q2 | $12.2K | Buy |
149
+35
| +31% | +$2.87K | ﹤0.01% | 491 |
|
|
2023
Q1 | $8.04K | Hold |
114
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $7.82K | Hold |
114
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 529 |
|
|
2022
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $10K | Hold |
114
| – | – | ﹤0.01% | 475 |
|
|
2021
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 495 |
|
|
2020
Q2 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 448 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$2K | – | 529 |
|
|
2019
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 784 |
|