Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-176,900
| Closed | -$1.41M | – | 879 |
|
|
2024
Q4 | $1.41M | Buy |
176,900
+2,000
| +1% | +$15.9K | ﹤0.01% | 612 |
|
|
2024
Q3 | $1.97M | Buy |
+174,900
| New | +$1.97M | 0.01% | 546 |
|
|
2022
Q1 | – | Sell |
-65,829
| Closed | -$1.11M | – | 1104 |
|
|
2021
Q4 | $1.11M | Sell |
65,829
-1,859
| -3% | -$31.3K | ﹤0.01% | 926 |
|
|
2021
Q3 | $2.35M | Sell |
67,688
-71
| -0.1% | -$2.47K | 0.01% | 735 |
|
|
2021
Q2 | $4.54M | Buy |
67,759
+1,384
| +2% | +$92.8K | 0.02% | 620 |
|
|
2021
Q1 | $4.06M | Buy |
+66,375
| New | +$4.06M | 0.02% | 576 |
|