Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79K | Buy |
+40
| New | +$2.79K | ﹤0.01% | 512 |
|
|
2023
Q3 | – | Sell |
-12
| Closed | -$407 | – | 946 |
|
|
2023
Q2 | $407 | Buy |
+12
| New | +$407 | ﹤0.01% | 898 |
|
|
2022
Q2 | – | Sell |
-155
| Closed | -$5K | – | 611 |
|
|
2022
Q1 | $5K | Hold |
155
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $8K | Hold |
155
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $8K | Buy |
+155
| New | +$8K | ﹤0.01% | 521 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$1K | – | 778 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 742 |
|
|
2019
Q3 | – | Sell |
-218
| Closed | -$8K | – | 725 |
|
|
2019
Q2 | $8K | Buy |
+218
| New | +$8K | ﹤0.01% | 639 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 559 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 596 |
|
|
2018
Q1 | – | Sell |
-301
| Closed | -$12K | – | 579 |
|
|
2017
Q4 | $12K | Buy |
+301
| New | +$12K | ﹤0.01% | 456 |
|
|
2016
Q4 | – | Sell |
-156
| Closed | -$4K | – | 641 |
|
|
2016
Q3 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 549 |
|