Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384 | Sell |
2
-3
| -60% | -$576 | ﹤0.01% | 599 |
|
|
2025
Q1 | $907 | Buy |
+5
| New | +$907 | ﹤0.01% | 555 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$213 | – | 810 |
|
|
2023
Q3 | $213 | Sell |
2
-4
| -67% | -$426 | ﹤0.01% | 758 |
|
|
2023
Q2 | $658 | Buy |
+6
| New | +$658 | ﹤0.01% | 822 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$2K | – | 679 |
|
|
2022
Q3 | $2K | Buy |
22
+11
| +100% | +$1K | ﹤0.01% | 600 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 552 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 592 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$1K | – | 653 |
|
|
2021
Q1 | $1K | Sell |
7
-10
| -59% | -$1.43K | ﹤0.01% | 571 |
|
|
2020
Q4 | $1K | Buy |
17
+11
| +183% | +$647 | ﹤0.01% | 785 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 768 |
|
|
2020
Q2 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 643 |
|
|
2019
Q2 | – | Sell |
-76
| Closed | -$6K | – | 847 |
|
|
2019
Q1 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 471 |
|