Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Hold |
77
| – | – | ﹤0.01% | 613 |
|
|
2025
Q1 | $20.6K | Sell |
77
-12
| -13% | -$3.21K | ﹤0.01% | 596 |
|
|
2024
Q4 | $21.2K | Buy |
+89
| New | +$21.2K | ﹤0.01% | 601 |
|
|
2024
Q3 | – | Sell |
-42
| Closed | -$9.39K | – | 651 |
|
|
2024
Q2 | $9.39K | Buy |
+42
| New | +$9.39K | ﹤0.01% | 619 |
|
|
2024
Q1 | – | Sell |
-1,563
| Closed | -$280K | – | 653 |
|
|
2023
Q4 | $280K | Hold |
1,563
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $253K | Buy |
1,563
+213
| +16% | +$34.5K | ﹤0.01% | 582 |
|
|
2023
Q2 | $239K | Buy |
1,350
+635
| +89% | +$112K | ﹤0.01% | 580 |
|
|
2023
Q1 | $122K | Buy |
715
+151
| +27% | +$25.8K | ﹤0.01% | 571 |
|
|
2022
Q4 | $86.7K | Hold |
564
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $81K | Buy |
+564
| New | +$81K | ﹤0.01% | 617 |
|