Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
472
-591
| -56% | -$23.8K | 0.01% | 206 |
|
|
2025
Q1 | $48K | Sell |
1,063
-491
| -32% | -$22.2K | 0.02% | 172 |
|
|
2024
Q4 | $67K | Buy |
1,554
+208
| +15% | +$8.97K | 0.02% | 269 |
|
|
2024
Q3 | $61K | Sell |
1,346
-48
| -3% | -$2.18K | 0.01% | 295 |
|
|
2024
Q2 | $57K | Sell |
1,394
-141
| -9% | -$5.77K | 0.01% | 292 |
|
|
2024
Q1 | $57K | Sell |
1,535
-6
| -0.4% | -$223 | 0.01% | 347 |
|
|
2023
Q4 | $59K | Sell |
1,541
-10
| -0.6% | -$383 | 0.01% | 335 |
|
|
2023
Q3 | $55K | Sell |
1,551
-824
| -35% | -$29.2K | ﹤0.01% | 326 |
|
|
2023
Q2 | $102K | Buy |
2,375
+802
| +51% | +$34.4K | 0.01% | 308 |
|
|
2023
Q1 | $65K | Sell |
1,573
-900
| -36% | -$37.2K | ﹤0.01% | 334 |
|
|
2022
Q4 | $96K | Buy |
2,473
+930
| +60% | +$36.1K | 0.01% | 305 |
|
|
2022
Q3 | $64K | Hold |
1,543
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $71K | Hold |
1,543
| – | – | ﹤0.01% | 342 |
|
|
2022
Q1 | $89K | Buy |
1,543
+794
| +106% | +$45.8K | ﹤0.01% | 318 |
|
|
2021
Q4 | $45K | Hold |
749
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $40K | Hold |
749
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $37K | Hold |
749
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $33K | Hold |
749
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $29K | Hold |
749
| – | – | ﹤0.01% | 412 |
|
|
2020
Q3 | $24K | Buy |
+749
| New | +$24K | ﹤0.01% | 408 |
|