Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Hold |
536
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $15.7K | Buy |
536
+16
| +3% | +$468 | ﹤0.01% | 396 |
|
|
2024
Q4 | $14.6K | Hold |
520
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $17.6K | Hold |
520
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $14.8K | Hold |
520
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $18.7K | Hold |
520
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $18.1K | Sell |
520
-99
| -16% | -$3.44K | ﹤0.01% | 446 |
|
|
2023
Q3 | $19K | Hold |
619
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $20.7K | Hold |
619
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $18.7K | Hold |
619
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $19.2K | Sell |
619
-1,007
| -62% | -$31.2K | ﹤0.01% | 430 |
|
|
2022
Q3 | $46K | Buy |
1,626
+300
| +23% | +$8.49K | ﹤0.01% | 364 |
|
|
2022
Q2 | $44K | Buy |
1,326
+270
| +26% | +$8.96K | ﹤0.01% | 368 |
|
|
2022
Q1 | $40K | Buy |
1,056
+437
| +71% | +$16.6K | ﹤0.01% | 375 |
|
|
2021
Q4 | $25K | Hold |
619
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $22K | Hold |
619
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $21K | Buy |
619
+99
| +19% | +$3.36K | ﹤0.01% | 419 |
|
|
2021
Q1 | $19K | Sell |
520
-66
| -11% | -$2.41K | ﹤0.01% | 413 |
|
|
2020
Q4 | $20K | Hold |
586
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $17K | Hold |
586
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $13K | Buy |
586
+520
| +788% | +$11.5K | ﹤0.01% | 420 |
|
|
2020
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 645 |
|
|
2019
Q3 | – | Sell |
-235
| Closed | -$6K | – | 753 |
|
|
2019
Q2 | $6K | Sell |
235
-265
| -53% | -$6.77K | ﹤0.01% | 696 |
|
|
2019
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 429 |
|
|
2018
Q2 | – | Sell |
-144
| Closed | -$5K | – | 541 |
|
|
2018
Q1 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 511 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$6K | – | 603 |
|
|
2017
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 522 |
|
|
2017
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 545 |
|
|
2016
Q4 | $5K | Hold |
180
| – | – | ﹤0.01% | 541 |
|
|
2016
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 519 |
|
|
2016
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 456 |
|
|
2016
Q1 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 451 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$1K | – | 596 |
|
|
2014
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 551 |
|
|
2013
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 578 |
|
|
2013
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 568 |
|
|
2013
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 596 |
|