Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Hold |
1,118
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $31.6K | Hold |
1,118
| – | – | 0.01% | 187 |
|
|
2024
Q4 | $25.5K | Hold |
1,118
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $24.6K | Sell |
1,118
-485
| -30% | -$10.7K | 0.01% | 209 |
|
|
2024
Q2 | $30.6K | Sell |
1,603
-2,857
| -64% | -$54.6K | 0.01% | 187 |
|
|
2024
Q1 | $78.5K | Buy |
4,460
+447
| +11% | +$7.87K | 0.03% | 161 |
|
|
2023
Q4 | $67.3K | Sell |
4,013
-1,388
| -26% | -$23.3K | 0.03% | 154 |
|
|
2023
Q3 | $81.1K | Hold |
5,401
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $86.1K | Sell |
5,401
-1,076
| -17% | -$17.2K | 0.05% | 149 |
|
|
2023
Q1 | $125K | Sell |
6,477
-252
| -4% | -$4.85K | 0.08% | 129 |
|
|
2022
Q4 | $124K | Buy |
6,729
+1,328
| +25% | +$24.5K | 0.08% | 129 |
|
|
2022
Q3 | $83K | Hold |
5,401
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $113K | Sell |
5,401
-1,750
| -24% | -$36.6K | 0.07% | 125 |
|
|
2022
Q1 | $128K | Hold |
7,151
| – | – | 0.08% | 132 |
|
|
2021
Q4 | $133K | Sell |
7,151
-7,470
| -51% | -$139K | 0.08% | 135 |
|
|
2021
Q3 | $298K | Buy |
14,621
+728
| +5% | +$14.8K | 0.19% | 64 |
|
|
2021
Q2 | $302K | Sell |
13,893
-888
| -6% | -$19.3K | 0.2% | 64 |
|
|
2021
Q1 | $338K | Sell |
14,781
-997
| -6% | -$22.8K | 0.23% | 43 |
|
|
2020
Q4 | $343K | Buy |
15,778
+935
| +6% | +$20.3K | 0.26% | 37 |
|
|
2020
Q3 | $320K | Buy |
14,843
+933
| +7% | +$20.1K | 0.3% | 31 |
|
|
2020
Q2 | $318K | Sell |
13,910
-2,374
| -15% | -$54.3K | 0.32% | 35 |
|
|
2020
Q1 | $359K | Sell |
16,284
-970
| -6% | -$21.4K | 0.41% | 32 |
|
|
2019
Q4 | $509K | Buy |
+17,254
| New | +$509K | 0.43% | 37 |
|