Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7K | Hold |
186
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $32.7K | Hold |
186
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $34.9K | Hold |
186
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $35.7K | Hold |
186
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $33.6K | Hold |
186
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $33K | Sell |
186
-1
| -0.5% | -$177 | ﹤0.01% | 430 |
|
|
2023
Q4 | $28.8K | Hold |
187
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $26.1K | Sell |
187
-7
| -4% | -$977 | ﹤0.01% | 424 |
|
|
2023
Q2 | $28.6K | Buy |
194
+8
| +4% | +$1.18K | ﹤0.01% | 415 |
|
|
2023
Q1 | $28.3K | Hold |
186
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $25.2K | Sell |
186
-655
| -78% | -$88.7K | ﹤0.01% | 410 |
|
|
2022
Q3 | $98K | Buy |
841
+705
| +518% | +$82.2K | 0.01% | 290 |
|
|
2022
Q2 | $16K | Hold |
136
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $21K | Buy |
+136
| New | +$21K | ﹤0.01% | 424 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$2K | – | 634 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 597 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 598 |
|
|
2019
Q3 | – | Sell |
-276
| Closed | -$28K | – | 577 |
|
|
2019
Q2 | $28K | Buy |
+276
| New | +$28K | ﹤0.01% | 436 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$5K | – | 519 |
|
|
2018
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 492 |
|
|
2018
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 516 |
|
|
2018
Q2 | $5K | Sell |
70
-17
| -20% | -$1.21K | ﹤0.01% | 476 |
|
|
2018
Q1 | $7K | Hold |
87
| – | – | ﹤0.01% | 481 |
|
|
2017
Q4 | $7K | Hold |
87
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 496 |
|
|
2015
Q2 | – | Sell |
-919
| Closed | -$51K | – | 577 |
|
|
2015
Q1 | $51K | Hold |
919
| – | – | 0.01% | 280 |
|
|
2014
Q4 | $53K | Buy |
+919
| New | +$53K | 0.01% | 292 |
|