Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
2,165
| – | – | ﹤0.01% | 571 |
|
|
2025
Q1 | $102K | Sell |
2,165
-551
| -20% | -$26K | ﹤0.01% | 554 |
|
|
2024
Q4 | $148K | Buy |
2,716
+562
| +26% | +$30.5K | ﹤0.01% | 543 |
|
|
2024
Q3 | $115K | Buy |
2,154
+2,060
| +2,191% | +$110K | ﹤0.01% | 566 |
|
|
2024
Q2 | $4.21K | Buy |
+94
| New | +$4.21K | ﹤0.01% | 631 |
|
|
2024
Q1 | – | Sell |
-1,984
| Closed | -$109K | – | 646 |
|
|
2023
Q4 | $109K | Hold |
1,984
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $92.7K | Sell |
1,984
-509
| -20% | -$23.8K | ﹤0.01% | 637 |
|
|
2023
Q2 | $128K | Buy |
2,493
+1,015
| +69% | +$52.2K | ﹤0.01% | 648 |
|
|
2023
Q1 | $62.5K | Sell |
1,478
-891
| -38% | -$37.7K | ﹤0.01% | 667 |
|
|
2022
Q4 | $90.7K | Hold |
2,369
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $82K | Buy |
+2,369
| New | +$82K | ﹤0.01% | 615 |
|