Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72,599
| Closed | -$1.76M | – | 1113 |
|
|
2024
Q4 | $1.76M | Hold |
72,599
| – | – | 0.01% | 779 |
|
|
2024
Q3 | $2.01M | Buy |
+72,599
| New | +$2.01M | 0.01% | 745 |
|
|
2023
Q1 | – | Sell |
-12,900
| Closed | -$305K | – | 1158 |
|
|
2022
Q4 | $305K | Hold |
12,900
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q3 | $234K | Buy |
12,900
+3,700
| +40% | +$67.2K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $209K | Buy |
+9,200
| New | +$209K | ﹤0.01% | 1074 |
|