Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$118 | – | 2183 |
|
|
2025
Q1 | $118 | Buy |
+6
| New | +$118 | ﹤0.01% | 2097 |
|
|
2024
Q2 | – | Sell |
-485
| Closed | -$13K | – | 2229 |
|
|
2024
Q1 | $13K | Sell |
485
-29
| -6% | -$774 | ﹤0.01% | 1226 |
|
|
2023
Q4 | $21K | Sell |
514
-149
| -22% | -$6.09K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $20.8K | Hold |
663
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q2 | $28.8K | Hold |
663
| – | – | ﹤0.01% | 990 |
|
|
2023
Q1 | $21.5K | Hold |
663
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q4 | $19K | Buy |
+663
| New | +$19K | ﹤0.01% | 1128 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$3K | – | 1977 |
|
|
2022
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q1 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 1598 |
|