Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81K | Buy |
36
+13
| +57% | +$1.01K | ﹤0.01% | 1953 |
|
|
2025
Q1 | $1.7K | Buy |
23
+5
| +28% | +$369 | ﹤0.01% | 1991 |
|
|
2024
Q4 | $1.47K | Hold |
18
| – | – | ﹤0.01% | 1976 |
|
|
2024
Q3 | $1.26K | Sell |
18
-274
| -94% | -$19.1K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $17.3K | Sell |
292
-32
| -10% | -$1.89K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $21.2K | Hold |
324
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q4 | $23.3K | Sell |
324
-30
| -8% | -$2.16K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $24.8K | Sell |
354
-89
| -20% | -$6.23K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $30.1K | Hold |
443
| – | – | ﹤0.01% | 976 |
|
|
2023
Q1 | $32.7K | Sell |
443
-55
| -11% | -$4.06K | ﹤0.01% | 949 |
|
|
2022
Q4 | $34K | Sell |
498
-156
| -24% | -$10.7K | ﹤0.01% | 954 |
|
|
2022
Q3 | $48K | Sell |
654
-220
| -25% | -$16.1K | ﹤0.01% | 884 |
|
|
2022
Q2 | $94K | Buy |
874
+86
| +11% | +$9.25K | ﹤0.01% | 769 |
|
|
2022
Q1 | $92K | Buy |
788
+186
| +31% | +$21.7K | ﹤0.01% | 795 |
|
|
2021
Q4 | $110K | Buy |
+602
| New | +$110K | ﹤0.01% | 792 |
|
|
2021
Q1 | – | Sell |
-621
| Closed | -$210K | – | 367 |
|
|
2020
Q4 | $210K | Buy |
+621
| New | +$210K | 0.01% | 335 |
|