Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,353
| New | +$206K | 0.11% | 76 |
|
|
2022
Q1 | – | Sell |
-1,558
| Closed | -$232K | – | 80 |
|
|
2021
Q4 | $232K | Hold |
1,558
| – | – | 0.2% | 73 |
|
|
2021
Q3 | $229K | Hold |
1,558
| – | – | 0.21% | 64 |
|
|
2021
Q2 | $259K | Hold |
1,558
| – | – | 0.24% | 60 |
|
|
2021
Q1 | $251K | Hold |
1,558
| – | – | 0.25% | 58 |
|
|
2020
Q4 | $228K | Buy |
+1,558
| New | +$228K | 0.18% | 69 |
|