Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105
| Closed | -$1.6K | – | 668 |
|
|
2025
Q1 | $1.6K | Buy |
+105
| New | +$1.6K | ﹤0.01% | 526 |
|
|
2024
Q3 | – | Sell |
-320
| Closed | -$6.08K | – | 611 |
|
|
2024
Q2 | $6.08K | Hold |
320
| – | – | ﹤0.01% | 584 |
|
|
2024
Q1 | $6.25K | Hold |
320
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $6.49K | Hold |
320
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $6.69K | Hold |
320
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $5.13K | Hold |
320
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $5.92K | Hold |
320
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $6.69K | Buy |
+320
| New | +$6.69K | ﹤0.01% | 501 |
|
|
2021
Q1 | – | Sell |
-114
| Closed | -$2K | – | 730 |
|
|
2020
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 687 |
|
|
2020
Q3 | $1K | Hold |
114
| – | – | ﹤0.01% | 661 |
|
|
2020
Q2 | $1K | Hold |
114
| – | – | ﹤0.01% | 627 |
|
|
2020
Q1 | $1K | Buy |
+114
| New | +$1K | ﹤0.01% | 626 |
|
|
2019
Q3 | – | Sell |
-71
| Closed | -$2K | – | 669 |
|
|
2019
Q2 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 796 |
|
|
2016
Q4 | – | Sell |
-124
| Closed | -$5K | – | 621 |
|
|
2016
Q3 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 531 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$1K | – | 506 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2015
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 565 |
|
|
2015
Q2 | $2K | Sell |
40
-76
| -66% | -$3.8K | ﹤0.01% | 551 |
|
|
2015
Q1 | $6K | Sell |
116
-53
| -31% | -$2.74K | ﹤0.01% | 497 |
|
|
2014
Q4 | $11K | Hold |
169
| – | – | ﹤0.01% | 454 |
|
|
2014
Q3 | $13K | Buy |
169
+76
| +82% | +$5.85K | ﹤0.01% | 426 |
|
|
2014
Q2 | $8K | Sell |
93
-10
| -10% | -$860 | ﹤0.01% | 489 |
|
|
2014
Q1 | $7K | Hold |
103
| – | – | ﹤0.01% | 486 |
|
|
2013
Q4 | $7K | Sell |
103
-322
| -76% | -$21.9K | ﹤0.01% | 508 |
|
|
2013
Q3 | $30K | Hold |
425
| – | – | ﹤0.01% | 346 |
|
|
2013
Q2 | $26K | Buy |
+425
| New | +$26K | ﹤0.01% | 359 |
|