Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71K | Sell |
148
-12
| -8% | -$544 | ﹤0.01% | 453 |
|
|
2025
Q1 | $9.05K | Hold |
160
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $9.18K | Sell |
160
-10,232
| -98% | -$587K | ﹤0.01% | 400 |
|
|
2024
Q3 | $545K | Hold |
10,392
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $563K | Hold |
10,392
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $602K | Buy |
10,392
+10,224
| +6,086% | +$592K | 0.04% | 195 |
|
|
2023
Q4 | $8.23K | Hold |
168
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $7.24K | Hold |
168
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $7.66K | Buy |
168
+20
| +14% | +$912 | ﹤0.01% | 523 |
|
|
2023
Q1 | $5.57K | Hold |
148
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $4.51K | Hold |
148
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $4K | Buy |
+148
| New | +$4K | ﹤0.01% | 569 |
|
|
2021
Q1 | – | Sell |
-628
| Closed | -$20K | – | 623 |
|
|
2020
Q4 | $20K | Buy |
628
+596
| +1,863% | +$19K | ﹤0.01% | 448 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 630 |
|
|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 595 |
|