Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
180
+63
| +54% | +$11.9K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $27.4K | Buy |
117
+47
| +67% | +$11K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $27.6K | Buy |
70
+39
| +126% | +$15.4K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $10.4K | Buy |
31
+27
| +675% | +$9.03K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $978 | Hold |
4
| – | – | ﹤0.01% | 1977 |
|
|
2024
Q1 | $1.39K | Buy |
+4
| New | +$1.39K | ﹤0.01% | 1658 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$3.17K | – | 1726 |
|
|
2023
Q3 | $3.17K | Buy |
12
+4
| +50% | +$1.06K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $2.64K | Hold |
8
| – | – | ﹤0.01% | 1491 |
|
|
2023
Q1 | $1.95K | Hold |
8
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1568 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q2 | $2K | Sell |
8
-3
| -27% | -$750 | ﹤0.01% | 1763 |
|
|
2022
Q1 | $4K | Hold |
11
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q4 | $6K | Buy |
+11
| New | +$6K | ﹤0.01% | 1602 |
|