Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Buy |
317
+26
| +9% | +$2.44K | ﹤0.01% | 351 |
|
|
2025
Q1 | $20.7K | Buy |
291
+32
| +12% | +$2.27K | ﹤0.01% | 363 |
|
|
2024
Q4 | $18.2K | Sell |
259
-547
| -68% | -$38.5K | ﹤0.01% | 355 |
|
|
2024
Q3 | $50.5K | Buy |
+806
| New | +$50.5K | 0.01% | 332 |
|
|
2024
Q2 | – | Sell |
-22
| Closed | -$1.39K | – | 735 |
|
|
2024
Q1 | $1.39K | Sell |
22
-5
| -19% | -$316 | ﹤0.01% | 643 |
|
|
2023
Q4 | $1.39K | Hold |
27
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $1.11K | Sell |
27
-29
| -52% | -$1.19K | ﹤0.01% | 704 |
|
|
2023
Q2 | $2.58K | Buy |
56
+34
| +155% | +$1.57K | ﹤0.01% | 625 |
|
|
2023
Q1 | $1.03K | Hold |
22
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $995 | Hold |
22
| – | – | ﹤0.01% | 583 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $1K | Sell |
22
-561
| -96% | -$25.5K | ﹤0.01% | 543 |
|
|
2022
Q1 | $31K | Hold |
583
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $35K | Sell |
583
-498
| -46% | -$29.9K | ﹤0.01% | 383 |
|
|
2021
Q3 | $76K | Buy |
1,081
+198
| +22% | +$13.9K | 0.01% | 312 |
|
|
2021
Q2 | $62K | Buy |
883
+540
| +157% | +$37.9K | ﹤0.01% | 344 |
|
|
2021
Q1 | $25K | Sell |
343
-164
| -32% | -$12K | ﹤0.01% | 390 |
|
|
2020
Q4 | $31K | Buy |
507
+55
| +12% | +$3.36K | ﹤0.01% | 393 |
|
|
2020
Q3 | $19K | Buy |
452
+266
| +143% | +$11.2K | ﹤0.01% | 413 |
|
|
2020
Q2 | $10K | Sell |
186
-174
| -48% | -$9.36K | ﹤0.01% | 430 |
|
|
2020
Q1 | $15K | Buy |
360
+45
| +14% | +$1.88K | ﹤0.01% | 401 |
|
|
2019
Q4 | $25K | Sell |
315
-64
| -17% | -$5.08K | ﹤0.01% | 376 |
|
|
2019
Q3 | $26K | Sell |
379
-721
| -66% | -$49.5K | ﹤0.01% | 366 |
|
|
2019
Q2 | $77K | Sell |
1,100
-97
| -8% | -$6.79K | 0.01% | 310 |
|
|
2019
Q1 | $74K | Buy |
1,197
+548
| +84% | +$33.9K | 0.01% | 283 |
|
|
2018
Q4 | $34K | Sell |
649
-472
| -42% | -$24.7K | ﹤0.01% | 347 |
|
|
2018
Q3 | $80K | Buy |
1,121
+245
| +28% | +$17.5K | 0.01% | 286 |
|
|
2018
Q2 | $59K | Hold |
876
| – | – | 0.01% | 304 |
|
|
2018
Q1 | $59K | Hold |
876
| – | – | 0.01% | 311 |
|
|
2017
Q4 | $65K | Hold |
876
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $64K | Buy |
876
+311
| +55% | +$22.7K | 0.01% | 283 |
|
|
2017
Q2 | $38K | Hold |
565
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $34K | Buy |
565
+65
| +13% | +$3.91K | ﹤0.01% | 351 |
|
|
2016
Q4 | $30K | Sell |
500
-185
| -27% | -$11.1K | ﹤0.01% | 372 |
|
|
2016
Q3 | $32K | Buy |
685
+437
| +176% | +$20.4K | ﹤0.01% | 345 |
|
|
2016
Q2 | $11K | Buy |
248
+48
| +24% | +$2.13K | ﹤0.01% | 405 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2015
Q4 | $10K | Sell |
200
-39
| -16% | -$1.95K | ﹤0.01% | 402 |
|
|
2015
Q3 | $12K | Buy |
239
+39
| +20% | +$1.96K | ﹤0.01% | 425 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2014
Q4 | $11K | Sell |
200
-147
| -42% | -$8.09K | ﹤0.01% | 451 |
|
|
2014
Q3 | $18K | Buy |
347
+147
| +74% | +$7.63K | ﹤0.01% | 382 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2013
Q4 | $10K | Sell |
200
-1,800
| -90% | -$90K | ﹤0.01% | 456 |
|
|
2013
Q3 | $97K | Hold |
2,000
| – | – | 0.01% | 240 |
|
|
2013
Q2 | $96K | Buy |
+2,000
| New | +$96K | 0.01% | 249 |
|