Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55K | Buy |
+181
| New | +$3.55K | ﹤0.01% | 490 |
|
|
2023
Q3 | – | Sell |
-224
| Closed | -$1.76K | – | 847 |
|
|
2023
Q2 | $1.76K | Buy |
+224
| New | +$1.76K | ﹤0.01% | 674 |
|
|
2019
Q3 | – | Sell |
-2,488
| Closed | -$19K | – | 540 |
|
|
2019
Q2 | $19K | Buy |
+2,488
| New | +$19K | ﹤0.01% | 497 |
|
|
2014
Q3 | – | Sell |
-405
| Closed | -$5K | – | 606 |
|
|
2014
Q2 | $5K | Hold |
405
| – | – | ﹤0.01% | 529 |
|
|
2014
Q1 | $6K | Hold |
405
| – | – | ﹤0.01% | 498 |
|
|
2013
Q4 | $7K | Buy |
405
+81
| +25% | +$1.4K | ﹤0.01% | 499 |
|
|
2013
Q3 | $5K | Sell |
324
-28
| -8% | -$432 | ﹤0.01% | 522 |
|
|
2013
Q2 | $5K | Buy |
+352
| New | +$5K | ﹤0.01% | 539 |
|