Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+3,719
| New | +$320K | ﹤0.01% | 1036 |
|
|
2015
Q2 | – | Sell |
-10,623
| Closed | -$256K | – | 1430 |
|
|
2015
Q1 | $256K | Sell |
10,623
-3,597
| -25% | -$86.7K | ﹤0.01% | 1216 |
|
|
2014
Q4 | $380K | Sell |
14,220
-175,260
| -92% | -$4.68M | ﹤0.01% | 1154 |
|
|
2014
Q3 | $4.61M | Sell |
189,480
-8,175
| -4% | -$199K | 0.02% | 560 |
|
|
2014
Q2 | $5.14M | Buy |
197,655
+90,726
| +85% | +$2.36M | 0.02% | 535 |
|
|
2014
Q1 | $2.66M | Buy |
106,929
+28,095
| +36% | +$700K | 0.01% | 689 |
|
|
2013
Q4 | $2.05M | Buy |
78,834
+69,276
| +725% | +$1.8M | 0.01% | 759 |
|
|
2013
Q3 | $236K | Hold |
9,558
| – | – | ﹤0.01% | 1118 |
|
|
2013
Q2 | $201K | Buy |
+9,558
| New | +$201K | ﹤0.01% | 1101 |
|