Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Hold |
850
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $28.1K | Hold |
850
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $32.6K | Hold |
850
| – | – | ﹤0.01% | 313 |
|
|
2024
Q3 | $28.4K | Hold |
850
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $25.1K | Hold |
850
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $24.3K | Sell |
850
-278
| -25% | -$7.95K | ﹤0.01% | 455 |
|
|
2023
Q4 | $25.9K | Sell |
1,128
-528
| -32% | -$12.1K | ﹤0.01% | 418 |
|
|
2023
Q3 | $33.7K | Hold |
1,656
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $34.5K | Hold |
1,656
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $28.7K | Hold |
1,656
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $26.8K | Buy |
+1,656
| New | +$26.8K | ﹤0.01% | 404 |
|
|
2021
Q4 | – | Sell |
-593
| Closed | -$8K | – | 585 |
|
|
2021
Q3 | $8K | Hold |
593
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $8K | Buy |
+593
| New | +$8K | ﹤0.01% | 516 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$1K | – | 654 |
|
|
2020
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $0 | Hold |
48
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $0 | Sell |
48
-217
| -82% | – | ﹤0.01% | 686 |
|
|
2019
Q4 | $3K | Buy |
+265
| New | +$3K | ﹤0.01% | 490 |
|