Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19K | Hold |
265
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $5.19K | Hold |
265
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $4.15K | Hold |
265
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $4.81K | Hold |
265
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $4.54K | Hold |
265
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $4.37K | Hold |
265
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $3.98K | Sell |
265
-320
| -55% | -$4.81K | ﹤0.01% | 535 |
|
|
2023
Q3 | $7.71K | Buy |
585
+279
| +91% | +$3.68K | ﹤0.01% | 526 |
|
|
2023
Q2 | $4.12K | Buy |
+306
| New | +$4.12K | ﹤0.01% | 572 |
|
|
2023
Q1 | – | Sell |
-109
| Closed | -$1.33K | – | 598 |
|
|
2022
Q4 | $1.33K | Hold |
109
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $1K | Buy |
+109
| New | +$1K | ﹤0.01% | 614 |
|
|
2019
Q3 | – | Sell |
-690
| Closed | -$8K | – | 626 |
|
|
2019
Q2 | $8K | Buy |
+690
| New | +$8K | ﹤0.01% | 635 |
|
|
2016
Q4 | – | Sell |
-64
| Closed | -$1K | – | 604 |
|
|
2016
Q3 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 635 |
|
|
2015
Q3 | – | Sell |
-1,050
| Closed | -$17K | – | 602 |
|
|
2015
Q2 | $17K | Sell |
1,050
-760
| -42% | -$12.3K | ﹤0.01% | 382 |
|
|
2015
Q1 | $26K | Hold |
1,810
| – | – | ﹤0.01% | 327 |
|
|
2014
Q4 | $23K | Sell |
1,810
-1,454
| -45% | -$18.5K | ﹤0.01% | 355 |
|
|
2014
Q3 | $46K | Hold |
3,264
| – | – | ﹤0.01% | 302 |
|
|
2014
Q2 | $46K | Buy |
3,264
+2,214
| +211% | +$31.2K | 0.01% | 293 |
|
|
2014
Q1 | $15K | Buy |
1,050
+350
| +50% | +$5K | ﹤0.01% | 383 |
|
|
2013
Q4 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 461 |
|