Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
88,072
+91
| +0.1% | +$1.52K | ﹤0.01% | 821 |
|
|
2025
Q1 | $1.34M | Buy |
87,981
+5,403
| +7% | +$82.4K | ﹤0.01% | 804 |
|
|
2024
Q4 | $1.53M | Hold |
82,578
| – | – | ﹤0.01% | 809 |
|
|
2024
Q3 | $1.38M | Buy |
+82,578
| New | +$1.38M | ﹤0.01% | 821 |
|
|
2023
Q2 | – | Sell |
-56,803
| Closed | -$994K | – | 1142 |
|
|
2023
Q1 | $994K | Hold |
56,803
| – | – | ﹤0.01% | 866 |
|
|
2022
Q4 | $636K | Hold |
56,803
| – | – | ﹤0.01% | 954 |
|
|
2022
Q3 | $489K | Sell |
56,803
-1,300
| -2% | -$11.2K | ﹤0.01% | 966 |
|
|
2022
Q2 | $691K | Buy |
+58,103
| New | +$691K | ﹤0.01% | 928 |
|
|
2021
Q4 | – | Sell |
-11,700
| Closed | -$220K | – | 1252 |
|
|
2021
Q3 | $220K | Buy |
+11,700
| New | +$220K | ﹤0.01% | 1180 |
|