Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$2.67K | – | 662 |
|
|
2025
Q1 | $2.67K | Buy |
+50
| New | +$2.67K | ﹤0.01% | 489 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$108 | – | 736 |
|
|
2023
Q4 | $108 | Hold |
1
| – | – | ﹤0.01% | 718 |
|
|
2023
Q3 | $92 | Hold |
1
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $115 | Buy |
+1
| New | +$115 | ﹤0.01% | 989 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 711 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 755 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 617 |
|
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 618 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$1K | – | 647 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 819 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$22K | – | 586 |
|
|
2017
Q2 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 410 |
|