Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332 | Hold |
4
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $361 | Buy |
+4
| New | +$361 | ﹤0.01% | 586 |
|
|
2024
Q4 | – | Sell |
-59
| Closed | -$6.31K | – | 598 |
|
|
2024
Q3 | $6.31K | Buy |
+59
| New | +$6.31K | ﹤0.01% | 509 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$893 | – | 961 |
|
|
2023
Q2 | $893 | Buy |
+6
| New | +$893 | ﹤0.01% | 784 |
|
|
2019
Q3 | – | Sell |
-48
| Closed | -$7K | – | 749 |
|
|
2019
Q2 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 666 |
|
|
2018
Q2 | – | Sell |
-101
| Closed | -$15K | – | 538 |
|
|
2018
Q1 | $15K | Buy |
+101
| New | +$15K | ﹤0.01% | 431 |
|
|
2017
Q2 | – | Sell |
-78
| Closed | -$13K | – | 642 |
|
|
2017
Q1 | $13K | Buy |
78
+28
| +56% | +$4.67K | ﹤0.01% | 470 |
|
|
2016
Q4 | $9K | Sell |
50
-250
| -83% | -$45K | ﹤0.01% | 511 |
|
|
2016
Q3 | $49K | Buy |
+300
| New | +$49K | 0.01% | 303 |
|
|
2015
Q4 | – | Sell |
-12
| Closed | -$2K | – | 548 |
|
|
2015
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 569 |
|