Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 245 |
|
|
2022
Q4 | – | Sell |
-208
| Closed | -$30K | – | 422 |
|
|
2022
Q3 | $30K | Sell |
208
-205
| -50% | -$29.6K | ﹤0.01% | 400 |
|
|
2022
Q2 | $63K | Buy |
413
+205
| +99% | +$31.3K | ﹤0.01% | 357 |
|
|
2022
Q1 | $43K | Hold |
208
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $51K | Hold |
208
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $41K | Hold |
208
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $39K | Hold |
208
| – | – | ﹤0.01% | 387 |
|
|
2021
Q1 | $43K | Hold |
208
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $37K | Hold |
208
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $26K | Buy |
+208
| New | +$26K | ﹤0.01% | 402 |
|
|
2017
Q1 | – | Sell |
-1,324
| Closed | -$192K | – | 131 |
|
|
2016
Q4 | $192K | Buy |
+1,324
| New | +$192K | 0.01% | 124 |
|