Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
+1,698
| New | +$1.17M | ﹤0.01% | 864 |
|
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$891K | – | 1223 |
|
|
2021
Q4 | $891K | Sell |
2,600
-100
| -4% | -$34.3K | ﹤0.01% | 966 |
|
|
2021
Q3 | $915K | Buy |
2,700
+900
| +50% | +$305K | ﹤0.01% | 982 |
|
|
2021
Q2 | $580K | Buy |
1,800
+200
| +13% | +$64.4K | ﹤0.01% | 1077 |
|
|
2021
Q1 | $608K | Hold |
1,600
| – | – | ﹤0.01% | 1053 |
|
|
2020
Q4 | $637K | Sell |
1,600
-1,700
| -52% | -$677K | ﹤0.01% | 1037 |
|
|
2020
Q3 | $1.13M | Sell |
3,300
-100
| -3% | -$34.2K | ﹤0.01% | 920 |
|
|
2020
Q2 | $1.36M | Buy |
+3,400
| New | +$1.36M | 0.01% | 891 |
|