Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Hold |
266
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $25.9K | Buy |
266
+21
| +9% | +$2.05K | ﹤0.01% | 341 |
|
|
2024
Q4 | $25.5K | Sell |
245
-280
| -53% | -$29.1K | ﹤0.01% | 330 |
|
|
2024
Q3 | $51.8K | Hold |
525
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $54K | Hold |
525
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $65K | Sell |
525
-33
| -6% | -$4.09K | ﹤0.01% | 377 |
|
|
2023
Q4 | $54.5K | Hold |
558
| – | – | ﹤0.01% | 346 |
|
|
2023
Q3 | $47.4K | Hold |
558
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $46.7K | Buy |
558
+33
| +6% | +$2.76K | ﹤0.01% | 358 |
|
|
2023
Q1 | $38.4K | Hold |
525
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $34.6K | Buy |
+525
| New | +$34.6K | ﹤0.01% | 374 |
|
|
2021
Q1 | – | Sell |
-69
| Closed | -$4K | – | 748 |
|
|
2020
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 611 |
|
|
2020
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 516 |
|
|
2020
Q1 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 522 |
|
|
2019
Q3 | – | Sell |
-251
| Closed | -$12K | – | 681 |
|
|
2019
Q2 | $12K | Buy |
+251
| New | +$12K | ﹤0.01% | 588 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$1K | – | 550 |
|
|
2018
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 549 |
|