Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
9,685
| – | – | ﹤0.01% | 838 |
|
|
2025
Q1 | $2.57M | Buy |
9,685
+970
| +11% | +$258K | 0.01% | 687 |
|
|
2024
Q4 | $3.16M | Buy |
+8,715
| New | +$3.16M | 0.01% | 664 |
|
|
2020
Q2 | – | Sell |
-1,964
| Closed | -$3.23M | – | 1234 |
|
|
2020
Q1 | $3.23M | Sell |
1,964
-36
| -2% | -$59.2K | 0.02% | 633 |
|
|
2019
Q4 | $2.98M | Sell |
2,000
-300
| -13% | -$447K | 0.01% | 738 |
|
|
2019
Q3 | $2.89M | Buy |
+2,300
| New | +$2.89M | 0.01% | 792 |
|