Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
+2,186
| New | +$333K | ﹤0.01% | 1031 |
|
|
2016
Q3 | – | Sell |
-15,500
| Closed | -$423K | – | 1256 |
|
|
2016
Q2 | $423K | Sell |
15,500
-3,683
| -19% | -$101K | ﹤0.01% | 1041 |
|
|
2016
Q1 | $639K | Sell |
19,183
-1,500
| -7% | -$50K | ﹤0.01% | 951 |
|
|
2015
Q4 | $721K | Hold |
20,683
| – | – | ﹤0.01% | 965 |
|
|
2015
Q3 | $802K | Buy |
20,683
+14,583
| +239% | +$565K | ﹤0.01% | 952 |
|
|
2015
Q2 | $270K | Buy |
6,100
+1,900
| +45% | +$84.1K | ﹤0.01% | 1184 |
|
|
2015
Q1 | $193K | Buy |
+4,200
| New | +$193K | ﹤0.01% | 1246 |
|