Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-285
| Closed | -$16.6K | – | 607 |
|
2024
Q4 | $16.6K | Sell |
285
-1,000
| -78% | -$58.2K | ﹤0.01% | 360 |
|
2024
Q3 | $72.1K | Hold |
1,285
| – | – | 0.01% | 289 |
|
2024
Q2 | $78.9K | Buy |
1,285
+1,000
| +351% | +$61.4K | ﹤0.01% | 363 |
|
2024
Q1 | $17.6K | Hold |
285
| – | – | ﹤0.01% | 482 |
|
2023
Q4 | $16.2K | Hold |
285
| – | – | ﹤0.01% | 455 |
|
2023
Q3 | $15.8K | Hold |
285
| – | – | ﹤0.01% | 473 |
|
2023
Q2 | $16.1K | Sell |
285
-536
| -65% | -$30.3K | ﹤0.01% | 467 |
|
2023
Q1 | $32.3K | Sell |
821
-273
| -25% | -$10.8K | ﹤0.01% | 372 |
|
2022
Q4 | $38.2K | Hold |
1,094
| – | – | ﹤0.01% | 371 |
|
2022
Q3 | $33K | Hold |
1,094
| – | – | ﹤0.01% | 408 |
|
2022
Q2 | $33K | Hold |
1,094
| – | – | ﹤0.01% | 392 |
|
2022
Q1 | $41K | Hold |
1,094
| – | – | ﹤0.01% | 372 |
|
2021
Q4 | $39K | Hold |
1,094
| – | – | ﹤0.01% | 372 |
|
2021
Q3 | $36K | Hold |
1,094
| – | – | ﹤0.01% | 377 |
|
2021
Q2 | $35K | Hold |
1,094
| – | – | ﹤0.01% | 388 |
|
2021
Q1 | $36K | Hold |
1,094
| – | – | ﹤0.01% | 363 |
|
2020
Q4 | $30K | Hold |
1,094
| – | – | ﹤0.01% | 399 |
|
2020
Q3 | $19K | Hold |
1,094
| – | – | ﹤0.01% | 414 |
|
2020
Q2 | $23K | Hold |
1,094
| – | – | ﹤0.01% | 375 |
|
2020
Q1 | $19K | Sell |
1,094
-363
| -25% | -$6.3K | ﹤0.01% | 379 |
|
2019
Q4 | $44K | Hold |
1,457
| – | – | ﹤0.01% | 332 |
|
2019
Q3 | $41K | Hold |
1,457
| – | – | ﹤0.01% | 335 |
|
2019
Q2 | $42K | Hold |
1,457
| – | – | ﹤0.01% | 385 |
|
2019
Q1 | $43K | Hold |
1,457
| – | – | ﹤0.01% | 337 |
|
2018
Q4 | $37K | Hold |
1,457
| – | – | ﹤0.01% | 337 |
|
2018
Q3 | $50K | Hold |
1,457
| – | – | 0.01% | 336 |
|
2018
Q2 | $41K | Sell |
1,457
-207
| -12% | -$5.83K | ﹤0.01% | 328 |
|
2018
Q1 | $54K | Hold |
1,664
| – | – | 0.01% | 317 |
|
2017
Q4 | $52K | Hold |
1,664
| – | – | 0.01% | 305 |
|
2017
Q3 | $46K | Buy |
1,664
+207
| +14% | +$5.72K | ﹤0.01% | 307 |
|
2017
Q2 | $40K | Hold |
1,457
| – | – | ﹤0.01% | 343 |
|
2017
Q1 | $38K | Hold |
1,457
| – | – | ﹤0.01% | 336 |
|
2016
Q4 | $36K | Sell |
1,457
-403
| -22% | -$9.96K | ﹤0.01% | 340 |
|
2016
Q3 | $41K | Buy |
1,860
+403
| +28% | +$8.88K | ﹤0.01% | 317 |
|
2016
Q2 | $29K | Hold |
1,457
| – | – | ﹤0.01% | 310 |
|
2016
Q1 | $27K | Buy |
+1,457
| New | +$27K | ﹤0.01% | 315 |
|