Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
20,059
+14,071
| +235% | +$808K | ﹤0.01% | 868 |
|
|
2025
Q1 | $314K | Buy |
+5,988
| New | +$314K | ﹤0.01% | 979 |
|
|
2019
Q2 | – | Sell |
-26,600
| Closed | -$1.08M | – | 1319 |
|
|
2019
Q1 | $1.08M | Buy |
+26,600
| New | +$1.08M | ﹤0.01% | 965 |
|
|
2016
Q3 | – | Sell |
-33,800
| Closed | -$883K | – | 1264 |
|
|
2016
Q2 | $883K | Sell |
33,800
-108,500
| -76% | -$2.83M | ﹤0.01% | 902 |
|
|
2016
Q1 | $3.27M | Buy |
142,300
+65,100
| +84% | +$1.49M | 0.01% | 658 |
|
|
2015
Q4 | $1.94M | Buy |
77,200
+74,400
| +2,657% | +$1.87M | 0.01% | 775 |
|
|
2015
Q3 | $76K | Buy |
+2,800
| New | +$76K | ﹤0.01% | 1324 |
|