Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Hold |
105
| – | – | ﹤0.01% | 521 |
|
|
2025
Q1 | $2.67K | Hold |
105
| – | – | ﹤0.01% | 488 |
|
|
2024
Q4 | $2.22K | Sell |
105
-10,000
| -99% | -$212K | ﹤0.01% | 454 |
|
|
2024
Q3 | $195K | Hold |
10,105
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $172K | Buy |
10,105
+10,000
| +9,524% | +$170K | 0.01% | 291 |
|
|
2024
Q1 | $1.8K | Hold |
105
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $1.99K | Hold |
105
| – | – | ﹤0.01% | 586 |
|
|
2023
Q3 | $1.73K | Sell |
105
-70
| -40% | -$1.15K | ﹤0.01% | 655 |
|
|
2023
Q2 | $3.15K | Buy |
+175
| New | +$3.15K | ﹤0.01% | 597 |
|
|
2022
Q4 | – | Sell |
-2,835
| Closed | -$36K | – | 661 |
|
|
2022
Q3 | $36K | Buy |
+2,835
| New | +$36K | ﹤0.01% | 400 |
|