Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
637
-83
| -12% | -$13.2K | ﹤0.01% | 825 |
|
|
2025
Q1 | $104K | Buy |
720
+358
| +99% | +$51.5K | ﹤0.01% | 752 |
|
|
2024
Q4 | $56.8K | Buy |
362
+97
| +37% | +$15.2K | ﹤0.01% | 867 |
|
|
2024
Q3 | $38.6K | Buy |
265
+80
| +43% | +$11.7K | ﹤0.01% | 951 |
|
|
2024
Q2 | $22.9K | Buy |
185
+20
| +12% | +$2.48K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $19.8K | Buy |
165
+15
| +10% | +$1.8K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $17.3K | Sell |
150
-30
| -17% | -$3.45K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $19.3K | Hold |
180
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q2 | $15.3K | Hold |
180
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q1 | $16.1K | Hold |
180
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q4 | $15K | Hold |
180
| – | – | ﹤0.01% | 1193 |
|
|
2022
Q3 | $14K | Sell |
180
-102
| -36% | -$7.93K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $20K | Sell |
282
-7
| -2% | -$496 | ﹤0.01% | 1186 |
|
|
2022
Q1 | $23K | Hold |
289
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q4 | $24K | Buy |
+289
| New | +$24K | ﹤0.01% | 1220 |
|