Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
429
-200
| -32% | -$16.4K | ﹤0.01% | 335 |
|
|
2025
Q1 | $62.4K | Buy |
629
+150
| +31% | +$14.9K | 0.01% | 273 |
|
|
2024
Q4 | $48.1K | Hold |
479
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $43.7K | Hold |
479
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $39.1K | Hold |
479
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $38.4K | Hold |
479
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $33.6K | Sell |
479
-500
| -51% | -$35.1K | ﹤0.01% | 387 |
|
|
2023
Q3 | $62.1K | Sell |
979
-332
| -25% | -$21.1K | ﹤0.01% | 341 |
|
|
2023
Q2 | $80.9K | Hold |
1,311
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $83.3K | Buy |
+1,311
| New | +$83.3K | 0.01% | 285 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$26K | – | 648 |
|
|
2022
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $28K | Hold |
500
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 383 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$2K | – | 743 |
|
|
2020
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 630 |
|
|
2020
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 630 |
|
|
2019
Q3 | – | Sell |
-199
| Closed | -$14K | – | 677 |
|
|
2019
Q2 | $14K | Buy |
+199
| New | +$14K | ﹤0.01% | 551 |
|
|
2018
Q2 | – | Sell |
-1,090
| Closed | -$62K | – | 523 |
|
|
2018
Q1 | $62K | Hold |
1,090
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $58K | Buy |
+1,090
| New | +$58K | 0.01% | 295 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$104K | – | 593 |
|
|
2017
Q2 | $104K | Hold |
2,000
| – | – | 0.01% | 247 |
|
|
2017
Q1 | $111K | Hold |
2,000
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $115K | Hold |
2,000
| – | – | 0.01% | 220 |
|
|
2016
Q3 | $103K | Hold |
2,000
| – | – | 0.01% | 230 |
|
|
2016
Q2 | $95K | Hold |
2,000
| – | – | 0.01% | 231 |
|
|
2016
Q1 | $60K | Hold |
2,000
| – | – | 0.01% | 258 |
|
|
2015
Q4 | $49K | Hold |
2,000
| – | – | 0.01% | 263 |
|
|
2015
Q3 | $64K | Hold |
2,000
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $79K | Hold |
2,000
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $96K | Hold |
2,000
| – | – | 0.01% | 238 |
|
|
2014
Q4 | $100K | Sell |
2,000
-518
| -21% | -$25.9K | 0.01% | 245 |
|
|
2014
Q3 | $165K | Buy |
2,518
+118
| +5% | +$7.73K | 0.02% | 208 |
|
|
2014
Q2 | $163K | Hold |
2,400
| – | – | 0.02% | 203 |
|
|
2014
Q1 | $142K | Sell |
2,400
-341
| -12% | -$20.2K | 0.02% | 211 |
|
|
2013
Q4 | $149K | Hold |
2,741
| – | – | 0.02% | 207 |
|
|
2013
Q3 | $128K | Hold |
2,741
| – | – | 0.02% | 216 |
|
|
2013
Q2 | $99K | Buy |
+2,741
| New | +$99K | 0.01% | 248 |
|