Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-157
| Closed | -$7.41K | – | 682 |
|
|
2025
Q1 | $7.41K | Buy |
+157
| New | +$7.41K | ﹤0.01% | 440 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$638 | – | 622 |
|
|
2022
Q4 | $638 | Hold |
16
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 629 |
|
|
2021
Q3 | – | Sell |
-83
| Closed | -$4K | – | 652 |
|
|
2021
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 572 |
|
|
2021
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 532 |
|
|
2020
Q4 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 650 |
|
|
2018
Q2 | – | Sell |
-61
| Closed | -$3K | – | 535 |
|
|
2018
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 532 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5K | – | 611 |
|
|
2014
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 554 |
|