Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42K | Hold |
138
| – | – | ﹤0.01% | 493 |
|
|
2025
Q1 | $3.82K | Sell |
138
-425
| -75% | -$11.8K | ﹤0.01% | 467 |
|
|
2024
Q4 | $18.4K | Sell |
563
-262
| -32% | -$8.55K | ﹤0.01% | 353 |
|
|
2024
Q3 | $29.6K | Buy |
825
+216
| +35% | +$7.75K | ﹤0.01% | 379 |
|
|
2024
Q2 | $21.3K | Buy |
609
+46
| +8% | +$1.61K | ﹤0.01% | 493 |
|
|
2024
Q1 | $17K | Sell |
563
-429
| -43% | -$13K | ﹤0.01% | 488 |
|
|
2023
Q4 | $29.8K | Hold |
992
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $25.5K | Sell |
992
-46
| -4% | -$1.18K | ﹤0.01% | 425 |
|
|
2023
Q2 | $31.9K | Buy |
1,038
+475
| +84% | +$14.6K | ﹤0.01% | 405 |
|
|
2023
Q1 | $16.5K | Hold |
563
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $15.1K | Hold |
563
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $14K | Hold |
563
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $18K | Hold |
563
| – | – | ﹤0.01% | 432 |
|
|
2022
Q1 | $20K | Hold |
563
| – | – | ﹤0.01% | 427 |
|
|
2021
Q4 | $21K | Hold |
563
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $15K | Buy |
+563
| New | +$15K | ﹤0.01% | 459 |
|
|
2021
Q1 | – | Sell |
-211
| Closed | -$5K | – | 674 |
|
|
2020
Q4 | $5K | Hold |
211
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $4K | Hold |
211
| – | – | ﹤0.01% | 531 |
|
|
2020
Q2 | $4K | Hold |
211
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $4K | Buy |
+211
| New | +$4K | ﹤0.01% | 501 |
|
|
2019
Q3 | – | Sell |
-984
| Closed | -$20K | – | 618 |
|
|
2019
Q2 | $20K | Buy |
+984
| New | +$20K | ﹤0.01% | 487 |
|
|
2019
Q1 | – | Sell |
-911
| Closed | -$19K | – | 530 |
|
|
2018
Q4 | $19K | Buy |
911
+107
| +13% | +$2.23K | ﹤0.01% | 389 |
|
|
2018
Q3 | $21K | Hold |
804
| – | – | ﹤0.01% | 402 |
|
|
2018
Q2 | $18K | Hold |
804
| – | – | ﹤0.01% | 400 |
|
|
2018
Q1 | $18K | Sell |
804
-47
| -6% | -$1.05K | ﹤0.01% | 409 |
|
|
2017
Q4 | $18K | Buy |
851
+434
| +104% | +$9.18K | ﹤0.01% | 405 |
|
|
2017
Q3 | $8K | Sell |
417
-10,216
| -96% | -$196K | ﹤0.01% | 486 |
|
|
2017
Q2 | $186K | Buy |
10,633
+9,600
| +929% | +$168K | 0.02% | 201 |
|
|
2017
Q1 | $18K | Hold |
1,033
| – | – | ﹤0.01% | 426 |
|
|
2016
Q4 | $15K | Sell |
1,033
-187
| -15% | -$2.72K | ﹤0.01% | 453 |
|
|
2016
Q3 | $19K | Buy |
1,220
+187
| +18% | +$2.91K | ﹤0.01% | 398 |
|
|
2016
Q2 | $13K | Hold |
1,033
| – | – | ﹤0.01% | 388 |
|
|
2016
Q1 | $13K | Buy |
+1,033
| New | +$13K | ﹤0.01% | 384 |
|
|
2015
Q4 | – | Sell |
-154
| Closed | -$2K | – | 520 |
|
|
2015
Q3 | $2K | Buy |
+154
| New | +$2K | ﹤0.01% | 563 |
|
|
2013
Q3 | – | Sell |
-277
| Closed | -$3K | – | 579 |
|
|
2013
Q2 | $3K | Buy |
+277
| New | +$3K | ﹤0.01% | 580 |
|