Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Buy |
+29
| New | +$2.26K | ﹤0.01% | 528 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$133K | – | 587 |
|
|
2024
Q3 | $133K | Hold |
1,500
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $129K | Buy |
+1,500
| New | +$129K | 0.01% | 309 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$1.69K | – | 777 |
|
|
2023
Q4 | $1.69K | Hold |
21
| – | – | ﹤0.01% | 613 |
|
|
2023
Q3 | $1.64K | Hold |
21
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $1.42K | Buy |
+21
| New | +$1.42K | ﹤0.01% | 713 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 792 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 740 |
|
|
2020
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 749 |
|
|
2019
Q3 | – | Sell |
-83
| Closed | -$4K | – | 733 |
|
|
2019
Q2 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 745 |
|