Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
+10,664
| New | +$126K | ﹤0.01% | 1097 |
|
|
2020
Q2 | – | Sell |
-125,900
| Closed | -$541K | – | 1236 |
|
|
2020
Q1 | $541K | Buy |
+125,900
| New | +$541K | ﹤0.01% | 953 |
|
|
2018
Q1 | – | Sell |
-9,179
| Closed | -$265K | – | 1371 |
|
|
2017
Q4 | $265K | Sell |
9,179
-50,899
| -85% | -$1.47M | ﹤0.01% | 1266 |
|
|
2017
Q3 | $1.6M | Sell |
60,078
-8,161
| -12% | -$217K | 0.01% | 853 |
|
|
2017
Q2 | $1.82M | Buy |
+68,239
| New | +$1.82M | 0.01% | 799 |
|