Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
+28,911
| New | +$925K | ﹤0.01% | 906 |
|
|
2022
Q4 | – | Sell |
-35,100
| Closed | -$892K | – | 1146 |
|
|
2022
Q3 | $892K | Sell |
35,100
-2,600
| -7% | -$66.1K | ﹤0.01% | 881 |
|
|
2022
Q2 | $885K | Sell |
37,700
-10,800
| -22% | -$254K | ﹤0.01% | 893 |
|
|
2022
Q1 | $1.42M | Sell |
48,500
-100
| -0.2% | -$2.93K | ﹤0.01% | 891 |
|
|
2021
Q4 | $1.45M | Buy |
+48,600
| New | +$1.45M | ﹤0.01% | 900 |
|