Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Hold |
30,439
| – | – | ﹤0.01% | 1407 |
|
|
2025
Q1 | $398K | Buy |
30,439
+9,224
| +43% | +$120K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $332K | Buy |
+21,215
| New | +$332K | ﹤0.01% | 1643 |
|
|
2023
Q2 | – | Sell |
-1,884
| Closed | -$182K | – | 2090 |
|
|
2023
Q1 | $182K | Buy |
1,884
+1,321
| +235% | +$127K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $68K | Sell |
563
-127
| -18% | -$15.3K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $78K | Buy |
690
+449
| +186% | +$50.8K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $43K | Hold |
241
| – | – | ﹤0.01% | 1547 |
|
|
2022
Q1 | $41K | Sell |
241
-21,303
| -99% | -$3.62M | ﹤0.01% | 1547 |
|
|
2021
Q4 | $4.49M | Sell |
21,544
-3,047
| -12% | -$635K | ﹤0.01% | 1023 |
|
|
2021
Q3 | $4.74M | Sell |
24,591
-13,419
| -35% | -$2.59M | ﹤0.01% | 1010 |
|
|
2021
Q2 | $10.8M | Buy |
+38,010
| New | +$10.8M | 0.01% | 825 |
|