Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-73
| Closed | -$16.3K | – | 676 |
|
|
2025
Q1 | $16.3K | Buy |
+73
| New | +$16.3K | ﹤0.01% | 389 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$172 | – | 766 |
|
|
2023
Q4 | $172 | Hold |
1
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $148 | Sell |
1
-2
| -67% | -$296 | ﹤0.01% | 775 |
|
|
2023
Q2 | $656 | Buy |
+3
| New | +$656 | ﹤0.01% | 823 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | -$2K | – | 765 |
|
|
2020
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 602 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 560 |
|
|
2020
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 558 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$3K | – | 702 |
|
|
2019
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 774 |
|