Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
1,030
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $119K | Buy |
1,030
+30
| +3% | +$3.47K | 0.01% | 224 |
|
|
2024
Q4 | $148K | Hold |
1,000
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $131K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $105K | Hold |
1,000
| – | – | 0.01% | 329 |
|
|
2024
Q1 | $101K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $82.9K | Hold |
1,000
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $61.6K | Sell |
1,000
-19
| -2% | -$1.17K | ﹤0.01% | 343 |
|
|
2023
Q2 | $57.1K | Buy |
1,019
+19
| +2% | +$1.06K | ﹤0.01% | 337 |
|
|
2023
Q1 | $52.5K | Hold |
1,000
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $46.4K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $58K | Buy |
+1,000
| New | +$58K | ﹤0.01% | 340 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 696 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 737 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 712 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 712 |
|