Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Sell |
845
-64
| -7% | -$5.09K | 0.01% | 286 |
|
|
2025
Q1 | $68.2K | Hold |
909
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $69.5K | Hold |
909
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $71K | Hold |
909
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $64.9K | Hold |
909
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $73.8K | Hold |
909
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $66.5K | Hold |
909
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $60K | Sell |
909
-13
| -1% | -$859 | ﹤0.01% | 348 |
|
|
2023
Q2 | $68.4K | Buy |
922
+13
| +1% | +$965 | ﹤0.01% | 321 |
|
|
2023
Q1 | $70.2K | Hold |
909
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $69.5K | Hold |
909
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $64K | Hold |
909
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $77K | Hold |
909
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $74K | Hold |
909
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $71K | Sell |
909
-161
| -15% | -$12.6K | ﹤0.01% | 325 |
|
|
2021
Q3 | $84K | Sell |
1,070
-5,275
| -83% | -$414K | 0.01% | 302 |
|
|
2021
Q2 | $493K | Sell |
6,345
-25
| -0.4% | -$1.94K | 0.03% | 169 |
|
|
2021
Q1 | $502K | Sell |
6,370
-299
| -4% | -$23.6K | 0.04% | 163 |
|
|
2020
Q4 | $495K | Buy |
6,669
+500
| +8% | +$37.1K | 0.04% | 163 |
|
|
2020
Q3 | $384K | Buy |
6,169
+1,854
| +43% | +$115K | 0.03% | 172 |
|
|
2020
Q2 | $236K | Buy |
4,315
+3,646
| +545% | +$199K | 0.02% | 189 |
|
|
2020
Q1 | $31K | Sell |
669
-1,151
| -63% | -$53.3K | ﹤0.01% | 340 |
|
|
2019
Q4 | $156K | Buy |
1,820
+620
| +52% | +$53.1K | 0.01% | 235 |
|
|
2019
Q3 | $95K | Buy |
1,200
+1,055
| +728% | +$83.5K | 0.01% | 275 |
|
|
2019
Q2 | $10K | Sell |
145
-704
| -83% | -$48.6K | ﹤0.01% | 609 |
|
|
2019
Q1 | $57K | Buy |
+849
| New | +$57K | 0.01% | 310 |
|
|
2018
Q4 | – | Sell |
-216
| Closed | -$16K | – | 597 |
|
|
2018
Q3 | $16K | Buy |
+216
| New | +$16K | ﹤0.01% | 437 |
|
|
2018
Q2 | – | Sell |
-88
| Closed | -$5K | – | 533 |
|
|
2018
Q1 | $5K | Buy |
88
+82
| +1,367% | +$4.66K | ﹤0.01% | 509 |
|
|
2017
Q4 | $0 | Sell |
6
-399
| -99% | – | ﹤0.01% | 594 |
|
|
2017
Q3 | $22K | Sell |
405
-795
| -66% | -$43.2K | ﹤0.01% | 398 |
|
|
2017
Q2 | $60K | Hold |
1,200
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $62K | Hold |
1,200
| – | – | 0.01% | 280 |
|
|
2016
Q4 | $66K | Hold |
1,200
| – | – | 0.01% | 271 |
|
|
2016
Q3 | $59K | Hold |
1,200
| – | – | 0.01% | 287 |
|
|
2016
Q2 | $61K | Hold |
1,200
| – | – | 0.01% | 264 |
|
|
2016
Q1 | $56K | Hold |
1,200
| – | – | 0.01% | 266 |
|
|
2015
Q4 | $49K | Hold |
1,200
| – | – | 0.01% | 264 |
|
|
2015
Q3 | $47K | Hold |
1,200
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $43K | Sell |
1,200
-49
| -4% | -$1.76K | ﹤0.01% | 293 |
|
|
2015
Q1 | $47K | Buy |
1,249
+49
| +4% | +$1.84K | 0.01% | 286 |
|
|
2014
Q4 | $48K | Hold |
1,200
| – | – | 0.01% | 298 |
|
|
2014
Q3 | $46K | Hold |
1,200
| – | – | ﹤0.01% | 303 |
|
|
2014
Q2 | $45K | Hold |
1,200
| – | – | ﹤0.01% | 298 |
|
|
2014
Q1 | $43K | Sell |
1,200
-200
| -14% | -$7.17K | ﹤0.01% | 297 |
|
|
2013
Q4 | $51K | Hold |
1,400
| – | – | 0.01% | 290 |
|
|
2013
Q3 | $45K | Hold |
1,400
| – | – | 0.01% | 310 |
|
|
2013
Q2 | $48K | Buy |
+1,400
| New | +$48K | 0.01% | 309 |
|