Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
+93
| New | +$29K | 0.01% | 197 |
|
|
2024
Q2 | – | Sell |
-214
| Closed | -$63K | – | 377 |
|
|
2024
Q1 | $63K | Hold |
214
| – | – | 0.01% | 338 |
|
|
2023
Q4 | $62K | Hold |
214
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $55K | Buy |
+214
| New | +$55K | ﹤0.01% | 325 |
|
|
2023
Q1 | – | Sell |
-474
| Closed | -$108K | – | 411 |
|
|
2022
Q4 | $108K | Buy |
474
+215
| +83% | +$49K | 0.01% | 283 |
|
|
2022
Q3 | $52K | Hold |
259
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $51K | Hold |
259
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $53K | Buy |
259
+75
| +41% | +$15.3K | ﹤0.01% | 387 |
|
|
2021
Q4 | $40K | Hold |
184
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $38K | Hold |
184
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $41K | Hold |
184
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $42K | Hold |
184
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $31K | Hold |
184
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $27K | Buy |
+184
| New | +$27K | ﹤0.01% | 401 |
|