Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-75
| Closed | -$12K | – | 652 |
|
|
2025
Q1 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 418 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$144 | – | 716 |
|
|
2023
Q4 | $144 | Hold |
1
| – | – | ﹤0.01% | 706 |
|
|
2023
Q3 | $153 | Sell |
1
-78
| -99% | -$11.9K | ﹤0.01% | 773 |
|
|
2023
Q2 | $10.7K | Buy |
79
+4
| +5% | +$544 | ﹤0.01% | 500 |
|
|
2023
Q1 | $9.93K | Buy |
+75
| New | +$9.93K | ﹤0.01% | 466 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$3K | – | 668 |
|
|
2020
Q4 | $3K | Buy |
57
+32
| +128% | +$1.68K | ﹤0.01% | 635 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 640 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 610 |
|
|
2019
Q3 | – | Sell |
-107
| Closed | -$7K | – | 611 |
|
|
2019
Q2 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 656 |
|