Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
4,253
+3,288
| +341% | +$1.11M | ﹤0.01% | 828 |
|
|
2025
Q1 | $202K | Sell |
965
-25
| -3% | -$5.23K | ﹤0.01% | 1024 |
|
|
2024
Q4 | $201K | Buy |
+990
| New | +$201K | ﹤0.01% | 1036 |
|
|
2021
Q1 | – | Sell |
-2,700
| Closed | -$647K | – | 1236 |
|
|
2020
Q4 | $647K | Sell |
2,700
-7,100
| -72% | -$1.7M | ﹤0.01% | 1036 |
|
|
2020
Q3 | $2.19M | Buy |
+9,800
| New | +$2.19M | 0.01% | 797 |
|