Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-499
| Closed | -$34.4K | – | 639 |
|
|
2025
Q1 | $34.4K | Hold |
499
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $30.7K | Sell |
499
-598
| -55% | -$36.8K | ﹤0.01% | 321 |
|
|
2024
Q3 | $68K | Hold |
1,097
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $58.1K | Buy |
1,097
+598
| +120% | +$31.7K | ﹤0.01% | 396 |
|
|
2024
Q1 | $26.6K | Sell |
499
-2
| -0.4% | -$107 | ﹤0.01% | 448 |
|
|
2023
Q4 | $26.2K | Hold |
501
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $25.4K | Sell |
501
-23
| -4% | -$1.17K | ﹤0.01% | 426 |
|
|
2023
Q2 | $30.6K | Buy |
524
+25
| +5% | +$1.46K | ﹤0.01% | 411 |
|
|
2023
Q1 | $30.5K | Hold |
499
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $31.4K | Sell |
499
-200
| -29% | -$12.6K | ﹤0.01% | 384 |
|
|
2022
Q3 | $42K | Buy |
699
+200
| +40% | +$12K | ﹤0.01% | 375 |
|
|
2022
Q2 | $33K | Hold |
499
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $34K | Hold |
499
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $34K | Hold |
499
| – | – | ﹤0.01% | 384 |
|
|
2021
Q3 | $31K | Buy |
499
+295
| +145% | +$18.3K | ﹤0.01% | 390 |
|
|
2021
Q2 | $12K | Hold |
204
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $12K | Buy |
204
+179
| +716% | +$10.5K | ﹤0.01% | 460 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 733 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$17K | – | 524 |
|
|
2018
Q4 | $17K | Sell |
300
-164
| -35% | -$9.29K | ﹤0.01% | 403 |
|
|
2018
Q3 | $25K | Buy |
464
+164
| +55% | +$8.84K | ﹤0.01% | 390 |
|
|
2018
Q2 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 405 |
|