Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
149
+133
| +831% | +$11.6K | 0.01% | 221 |
|
|
2025
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 246 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$19K | – | 332 |
|
|
2024
Q2 | $19K | Sell |
234
-367
| -61% | -$29.8K | ﹤0.01% | 321 |
|
|
2024
Q1 | $56K | Buy |
601
+285
| +90% | +$26.6K | 0.01% | 351 |
|
|
2023
Q4 | $27K | Buy |
316
+303
| +2,331% | +$25.9K | ﹤0.01% | 365 |
|
|
2023
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 364 |
|
|
2022
Q4 | – | Sell |
-545
| Closed | -$33K | – | 424 |
|
|
2022
Q3 | $33K | Hold |
545
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $32K | Buy |
+545
| New | +$32K | ﹤0.01% | 404 |
|
|
2022
Q1 | – | Sell |
-37
| Closed | -$3K | – | 452 |
|
|
2021
Q4 | $3K | Sell |
37
-492
| -93% | -$39.9K | ﹤0.01% | 431 |
|
|
2021
Q3 | $37K | Buy |
+529
| New | +$37K | ﹤0.01% | 406 |
|