Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,253
| Closed | -$867K | – | 1910 |
|
|
2025
Q1 | $867K | Buy |
7,253
+7,221
| +22,566% | +$863K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $4.57K | Buy |
+32
| New | +$4.57K | ﹤0.01% | 1941 |
|
|
2022
Q1 | – | Sell |
-49,089
| Closed | -$5.02M | – | 1664 |
|
|
2021
Q4 | $5.02M | Sell |
49,089
-11,604
| -19% | -$1.19M | ﹤0.01% | 995 |
|
|
2021
Q3 | $5.21M | Sell |
60,693
-46,843
| -44% | -$4.02M | ﹤0.01% | 991 |
|
|
2021
Q2 | $9.85M | Buy |
+107,536
| New | +$9.85M | 0.01% | 851 |
|