Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
21,800
+13,762
| +171% | +$780K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $377K | Buy |
8,038
+130
| +2% | +$6.09K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $486K | Buy |
+7,908
| New | +$486K | ﹤0.01% | 1571 |
|
|
2023
Q3 | – | Sell |
-166
| Closed | -$9.23K | – | 2012 |
|
|
2023
Q2 | $9.23K | Sell |
166
-1,800
| -92% | -$100K | ﹤0.01% | 1986 |
|
|
2023
Q1 | $28.2K | Buy |
1,966
+1,082
| +122% | +$15.5K | ﹤0.01% | 1938 |
|
|
2022
Q4 | $32.5K | Buy |
+884
| New | +$32.5K | ﹤0.01% | 1750 |
|