Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105
| Closed | -$16.1K | – | 632 |
|
|
2025
Q1 | $16.1K | Buy |
+105
| New | +$16.1K | ﹤0.01% | 392 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 637 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 731 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 716 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 682 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 681 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$3K | – | 579 |
|
|
2019
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 762 |
|
|
2017
Q2 | – | Sell |
-205
| Closed | -$14K | – | 596 |
|
|
2017
Q1 | $14K | Hold |
205
| – | – | ﹤0.01% | 458 |
|
|
2016
Q4 | $13K | Buy |
+205
| New | +$13K | ﹤0.01% | 472 |
|