Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
8,097
+1,373
| +20% | +$85.6K | ﹤0.01% | 731 |
|
|
2025
Q1 | $392K | Buy |
+6,724
| New | +$392K | ﹤0.01% | 820 |
|
|
2022
Q4 | – | Sell |
-39,735
| Closed | -$1.34M | – | 1017 |
|
|
2022
Q3 | $1.34M | Sell |
39,735
-6,969
| -15% | -$236K | 0.01% | 880 |
|
|
2022
Q2 | $1.84M | Buy |
46,704
+16,718
| +56% | +$658K | 0.01% | 877 |
|
|
2022
Q1 | $1.41M | Sell |
29,986
-9,008
| -23% | -$423K | 0.01% | 933 |
|
|
2021
Q4 | $2.44M | Buy |
38,994
+11,757
| +43% | +$735K | 0.01% | 821 |
|
|
2021
Q3 | $1.69M | Buy |
+27,237
| New | +$1.69M | 0.01% | 805 |
|