Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,038
| Closed | -$402K | – | 337 |
|
|
2025
Q1 | $402K | Buy |
32,038
+14,447
| +82% | +$181K | 0.01% | 276 |
|
|
2024
Q4 | $298K | Buy |
+17,591
| New | +$298K | 0.01% | 263 |
|
|
2021
Q4 | – | Sell |
-40,700
| Closed | -$920K | – | 524 |
|
|
2021
Q3 | $920K | Sell |
40,700
-9,200
| -18% | -$208K | 0.05% | 147 |
|
|
2021
Q2 | $804K | Buy |
+49,900
| New | +$804K | 0.06% | 128 |
|