Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Sell |
43,529
-86,755
| -67% | -$1.74M | ﹤0.01% | 916 |
|
|
2025
Q1 | $3.15M | Buy |
130,284
+13,506
| +12% | +$326K | 0.01% | 637 |
|
|
2024
Q4 | $3.59M | Buy |
+116,778
| New | +$3.59M | 0.01% | 629 |
|
|
2021
Q3 | – | Sell |
-45,000
| Closed | -$1.98M | – | 1267 |
|
|
2021
Q2 | $1.98M | Sell |
45,000
-89,800
| -67% | -$3.96M | 0.01% | 890 |
|
|
2021
Q1 | $6.43M | Buy |
+134,800
| New | +$6.43M | 0.02% | 641 |
|
|
2017
Q2 | – | Sell |
-144,700
| Closed | -$5.19M | – | 1264 |
|
|
2017
Q1 | $5.19M | Buy |
144,700
+135,800
| +1,526% | +$4.87M | 0.02% | 589 |
|
|
2016
Q4 | $341K | Buy |
+8,900
| New | +$341K | ﹤0.01% | 1120 |
|