Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
542
+369
| +213% | +$63.3K | 0.04% | 144 |
|
|
2025
Q1 | $27K | Sell |
173
-81
| -32% | -$12.6K | 0.01% | 198 |
|
|
2024
Q4 | $47K | Buy |
+254
| New | +$47K | 0.01% | 299 |
|
|
2024
Q2 | – | Sell |
-342
| Closed | -$65K | – | 374 |
|
|
2024
Q1 | $65K | Hold |
342
| – | – | 0.01% | 330 |
|
|
2023
Q4 | $60K | Sell |
342
-136
| -28% | -$23.9K | 0.01% | 327 |
|
|
2023
Q3 | $68K | Sell |
478
-842
| -64% | -$120K | 0.01% | 307 |
|
|
2023
Q2 | $188K | Buy |
1,320
+719
| +120% | +$102K | 0.01% | 251 |
|
|
2023
Q1 | $77K | Sell |
601
-270
| -31% | -$34.6K | 0.01% | 317 |
|
|
2022
Q4 | $105K | Buy |
871
+277
| +47% | +$33.4K | 0.01% | 291 |
|
|
2022
Q3 | $62K | Hold |
594
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $63K | Hold |
594
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $64K | Buy |
+594
| New | +$64K | ﹤0.01% | 358 |
|
|
2021
Q1 | – | Sell |
-362
| Closed | -$43K | – | 443 |
|
|
2020
Q4 | $43K | Hold |
362
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $30K | Buy |
+362
| New | +$30K | ﹤0.01% | 387 |
|