Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Buy |
355
+55
| +18% | +$5.05K | ﹤0.01% | 341 |
|
|
2025
Q1 | $20.3K | Hold |
300
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $18.6K | Hold |
300
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $19.5K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $16.1K | Hold |
300
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $15.8K | Sell |
300
-68
| -18% | -$3.59K | ﹤0.01% | 493 |
|
|
2023
Q4 | $16.1K | Hold |
368
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $16.2K | Sell |
368
-39
| -10% | -$1.72K | ﹤0.01% | 469 |
|
|
2023
Q2 | $18.2K | Buy |
407
+107
| +36% | +$4.78K | ﹤0.01% | 456 |
|
|
2023
Q1 | $13.3K | Hold |
300
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $12.4K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 443 |
|
|
2021
Q1 | – | Sell |
-92
| Closed | -$5K | – | 638 |
|
|
2020
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 586 |
|
|
2020
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 514 |
|
|
2020
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 476 |
|
|
2020
Q1 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 514 |
|
|
2019
Q3 | – | Sell |
-285
| Closed | -$11K | – | 582 |
|
|
2019
Q2 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 593 |
|
|
2019
Q1 | – | Sell |
-3,201
| Closed | -$90K | – | 520 |
|
|
2018
Q4 | $90K | Hold |
3,201
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $106K | Hold |
3,201
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $116K | Hold |
3,201
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $129K | Buy |
+3,201
| New | +$129K | 0.01% | 236 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$24K | – | 574 |
|
|
2017
Q2 | $24K | Buy |
+700
| New | +$24K | ﹤0.01% | 402 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$16K | – | 589 |
|
|
2016
Q3 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 417 |
|