Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409 | Buy |
+8
| New | +$409 | ﹤0.01% | 2083 |
|
|
2024
Q3 | – | Sell |
-122
| Closed | -$6.43K | – | 2200 |
|
|
2024
Q2 | $6.43K | Sell |
122
-151
| -55% | -$7.96K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $18.5K | Hold |
273
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q4 | $16.8K | Hold |
273
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q3 | $16.5K | Sell |
273
-3
| -1% | -$182 | ﹤0.01% | 1130 |
|
|
2023
Q2 | $17.9K | Hold |
276
| – | – | ﹤0.01% | 1115 |
|
|
2023
Q1 | $9.48K | Sell |
276
-78
| -22% | -$2.68K | ﹤0.01% | 1306 |
|
|
2022
Q4 | $12K | Sell |
354
-12,191
| -97% | -$413K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $408K | Sell |
12,545
-724
| -5% | -$23.5K | 0.01% | 467 |
|
|
2022
Q2 | $578K | Buy |
13,269
+2,371
| +22% | +$103K | 0.01% | 450 |
|
|
2022
Q1 | $1.21M | Buy |
10,898
+727
| +7% | +$80.5K | 0.02% | 360 |
|
|
2021
Q4 | $1.93M | Buy |
+10,171
| New | +$1.93M | 0.02% | 306 |
|