Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-78
| Closed | -$1.13K | – | 1690 |
|
|
2025
Q1 | $1.13K | Buy |
78
+35
| +81% | +$508 | ﹤0.01% | 2012 |
|
|
2024
Q4 | $845 | Buy |
+43
| New | +$845 | ﹤0.01% | 2035 |
|
|
2022
Q3 | – | Sell |
-2,908
| Closed | -$49K | – | 1834 |
|
|
2022
Q2 | $49K | Sell |
2,908
-26,494
| -90% | -$446K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $1.07M | Buy |
29,402
+1,092
| +4% | +$39.8K | ﹤0.01% | 1204 |
|
|
2021
Q4 | $1.74M | Buy |
28,310
+22,632
| +399% | +$1.39M | ﹤0.01% | 1207 |
|
|
2021
Q3 | $590K | Buy |
+5,678
| New | +$590K | ﹤0.01% | 1326 |
|