Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
+18,820
| New | +$4.15M | 0.01% | 600 |
|
|
2021
Q3 | – | Sell |
-5,900
| Closed | -$282K | – | 1222 |
|
|
2021
Q2 | $282K | Buy |
+5,900
| New | +$282K | ﹤0.01% | 1178 |
|
|
2017
Q3 | – | Sell |
-27,500
| Closed | -$1.65M | – | 1308 |
|
|
2017
Q2 | $1.65M | Sell |
27,500
-400
| -1% | -$24K | 0.01% | 823 |
|
|
2017
Q1 | $1.85M | Buy |
+27,900
| New | +$1.85M | 0.01% | 797 |
|
|
2014
Q1 | – | Sell |
-4,100
| Closed | -$113K | – | 1395 |
|
|
2013
Q4 | $113K | Buy |
+4,100
| New | +$113K | ﹤0.01% | 1271 |
|