Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Buy |
+2,898
| New | +$86.7K | 0.02% | 228 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$3K | – | 402 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 282 |
|
|
2020
Q1 | $5K | Buy |
200
+72
| +56% | +$1.8K | ﹤0.01% | 258 |
|
|
2019
Q4 | $5K | Sell |
128
-11,036
| -99% | -$431K | ﹤0.01% | 262 |
|
|
2019
Q3 | $424K | Sell |
11,164
-2,003
| -15% | -$76.1K | 0.26% | 126 |
|
|
2019
Q2 | $540K | Buy |
13,167
+1,374
| +12% | +$56.4K | 0.33% | 105 |
|
|
2019
Q1 | $507K | Sell |
11,793
-485
| -4% | -$20.9K | 0.34% | 100 |
|
|
2018
Q4 | $451K | Buy |
12,278
+12,069
| +5,775% | +$443K | 0.34% | 98 |
|
|
2018
Q3 | $9K | Buy |
+209
| New | +$9K | 0.01% | 257 |
|
|
2018
Q2 | – | Sell |
-41
| Closed | -$2K | – | 354 |
|
|
2018
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 311 |
|