Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2K | Sell |
1,459
-552
| -27% | -$24.3K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $101K | Buy |
2,011
+801
| +66% | +$40.4K | ﹤0.01% | 760 |
|
|
2024
Q4 | $52K | Buy |
1,210
+433
| +56% | +$18.6K | ﹤0.01% | 901 |
|
|
2024
Q3 | $30.5K | Buy |
777
+116
| +18% | +$4.55K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $21.3K | Buy |
661
+52
| +9% | +$1.67K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $20.1K | Buy |
609
+55
| +10% | +$1.81K | ﹤0.01% | 1081 |
|
|
2023
Q4 | $19.2K | Hold |
554
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q3 | $20.1K | Sell |
554
-109
| -16% | -$3.95K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $24.9K | Hold |
663
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $30.6K | Hold |
663
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $31K | Hold |
663
| – | – | ﹤0.01% | 973 |
|
|
2022
Q3 | $29K | Hold |
663
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q2 | $28K | Hold |
663
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q1 | $29K | Hold |
663
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q4 | $35K | Buy |
+663
| New | +$35K | ﹤0.01% | 1098 |
|