Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
60,121
| – | – | ﹤0.01% | 908 |
|
|
2025
Q1 | $732K | Hold |
60,121
| – | – | ﹤0.01% | 885 |
|
|
2024
Q4 | $1.01M | Sell |
60,121
-31,474
| -34% | -$531K | ﹤0.01% | 866 |
|
|
2024
Q3 | $1.18M | Buy |
+91,595
| New | +$1.18M | ﹤0.01% | 851 |
|
|
2020
Q1 | – | Sell |
-155,942
| Closed | -$950K | – | 1185 |
|
|
2019
Q4 | $950K | Buy |
155,942
+105,824
| +211% | +$645K | ﹤0.01% | 898 |
|
|
2019
Q3 | $370K | Buy |
50,118
+27,918
| +126% | +$206K | ﹤0.01% | 1147 |
|
|
2019
Q2 | $137K | Buy |
+22,200
| New | +$137K | ﹤0.01% | 1247 |
|
|
2017
Q4 | – | Sell |
-10,700
| Closed | -$113K | – | 1355 |
|
|
2017
Q3 | $113K | Buy |
+10,700
| New | +$113K | ﹤0.01% | 1293 |
|
|
2017
Q2 | – | Sell |
-19,400
| Closed | -$183K | – | 1256 |
|
|
2017
Q1 | $183K | Buy |
+19,400
| New | +$183K | ﹤0.01% | 1230 |
|