Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
+77,304
| New | +$1.14M | ﹤0.01% | 870 |
|
|
2024
Q2 | – | Sell |
-46,800
| Closed | -$776K | – | 1109 |
|
|
2024
Q1 | $776K | Hold |
46,800
| – | – | ﹤0.01% | 878 |
|
|
2023
Q4 | $767K | Buy |
46,800
+7,100
| +18% | +$116K | ﹤0.01% | 881 |
|
|
2023
Q3 | $664K | Buy |
+39,700
| New | +$664K | ﹤0.01% | 897 |
|
|
2015
Q4 | – | Sell |
-239,640
| Closed | -$4.97M | – | 1461 |
|
|
2015
Q3 | $4.97M | Buy |
+239,640
| New | +$4.97M | 0.02% | 576 |
|