Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Sell |
179
-9
| -5% | -$2.77K | 0.01% | 304 |
|
|
2025
Q1 | $48.7K | Sell |
188
-33
| -15% | -$8.55K | 0.01% | 293 |
|
|
2024
Q4 | $89.2K | Sell |
221
-6
| -3% | -$2.42K | 0.01% | 241 |
|
|
2024
Q3 | $59.4K | Buy |
227
+101
| +80% | +$26.4K | 0.01% | 309 |
|
|
2024
Q2 | $24.9K | Hold |
126
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $22.2K | Sell |
126
-6
| -5% | -$1.06K | ﹤0.01% | 469 |
|
|
2023
Q4 | $32.8K | Sell |
132
-225
| -63% | -$55.9K | ﹤0.01% | 392 |
|
|
2023
Q3 | $89.3K | Hold |
357
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $93.5K | Buy |
357
+30
| +9% | +$7.85K | 0.01% | 289 |
|
|
2023
Q1 | $67.8K | Hold |
327
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $40.3K | Sell |
327
-114
| -26% | -$14K | ﹤0.01% | 366 |
|
|
2022
Q3 | $117K | Buy |
441
+135
| +44% | +$35.8K | 0.01% | 269 |
|
|
2022
Q2 | $69K | Buy |
+306
| New | +$69K | 0.01% | 318 |
|
|
2021
Q3 | – | Sell |
-225
| Closed | -$51K | – | 653 |
|
|
2021
Q2 | $51K | Buy |
+225
| New | +$51K | ﹤0.01% | 363 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$4K | – | 789 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 619 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 603 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 636 |
|
|
2019
Q3 | – | Sell |
-1,470
| Closed | -$22K | – | 730 |
|
|
2019
Q2 | $22K | Buy |
+1,470
| New | +$22K | ﹤0.01% | 474 |
|