Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783 | Buy |
32
+27
| +540% | +$661 | ﹤0.01% | 547 |
|
|
2025
Q1 | $138 | Hold |
5
| – | – | ﹤0.01% | 632 |
|
|
2024
Q4 | $163 | Hold |
5
| – | – | ﹤0.01% | 630 |
|
|
2024
Q3 | $179 | Hold |
5
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $176 | Sell |
5
-12
| -71% | -$422 | ﹤0.01% | 604 |
|
|
2024
Q1 | $518 | Buy |
+17
| New | +$518 | ﹤0.01% | 512 |
|
|
2022
Q2 | – | Sell |
-424
| Closed | -$15K | – | 502 |
|
|
2022
Q1 | $15K | Buy |
424
+224
| +112% | +$7.93K | ﹤0.01% | 348 |
|
|
2021
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 347 |
|
|
2019
Q4 | – | Sell |
-1,063
| Closed | -$20K | – | 332 |
|
|
2019
Q3 | $20K | Hold |
1,063
| – | – | 0.01% | 238 |
|
|
2019
Q2 | $22K | Buy |
1,063
+563
| +113% | +$11.7K | 0.01% | 245 |
|
|
2019
Q1 | $10K | Sell |
500
-10,170
| -95% | -$203K | 0.01% | 252 |
|
|
2018
Q4 | $221K | Sell |
10,670
-6,648
| -38% | -$138K | 0.17% | 137 |
|
|
2018
Q3 | $446K | Buy |
+17,318
| New | +$446K | 0.28% | 111 |
|