Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
10
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 223 |
|
|
2024
Q3 | – | Sell |
-173
| Closed | -$73K | – | 337 |
|
|
2024
Q2 | $73K | Buy |
173
+48
| +38% | +$20.3K | 0.01% | 282 |
|
|
2024
Q1 | $49K | Sell |
125
-86
| -41% | -$33.7K | ﹤0.01% | 358 |
|
|
2023
Q4 | $82K | Buy |
211
+201
| +2,010% | +$78.1K | 0.01% | 301 |
|
|
2023
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 346 |
|
|
2022
Q4 | – | Sell |
-294
| Closed | -$71K | – | 429 |
|
|
2022
Q3 | $71K | Sell |
294
-530
| -64% | -$128K | 0.01% | 320 |
|
|
2022
Q2 | $224K | Buy |
+824
| New | +$224K | 0.01% | 227 |
|