Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,338
| Closed | -$176K | – | 1100 |
|
|
2024
Q4 | $176K | Sell |
18,338
-10,314
| -36% | -$99K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $390K | Buy |
+28,652
| New | +$390K | ﹤0.01% | 985 |
|
|
2015
Q1 | – | Sell |
-13,300
| Closed | -$567K | – | 1462 |
|
|
2014
Q4 | $567K | Buy |
+13,300
| New | +$567K | ﹤0.01% | 1078 |
|