Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
1,417
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $20.7K | Hold |
1,417
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $23.1K | Sell |
1,417
-314
| -18% | -$5.12K | ﹤0.01% | 340 |
|
|
2024
Q3 | $30.3K | Buy |
1,731
+314
| +22% | +$5.5K | ﹤0.01% | 375 |
|
|
2024
Q2 | $24K | Hold |
1,417
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $26.7K | Hold |
1,417
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $27.6K | Hold |
1,417
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $28.9K | Hold |
1,417
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $30.8K | Hold |
1,417
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $30.9K | Hold |
1,417
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $32.1K | Hold |
1,417
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $26K | Hold |
1,417
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $27K | Hold |
1,417
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $31K | Hold |
1,417
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $34K | Hold |
1,417
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $31K | Hold |
1,417
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $33K | Hold |
1,417
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $29K | Hold |
1,417
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $31K | Hold |
1,417
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $32K | Hold |
1,417
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $31K | Hold |
1,417
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $21K | Hold |
1,417
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $31K | Buy |
+1,417
| New | +$31K | ﹤0.01% | 360 |
|