Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
120,500
| – | – | ﹤0.01% | 956 |
|
|
2025
Q1 | $657K | Hold |
120,500
| – | – | ﹤0.01% | 897 |
|
|
2024
Q4 | $840K | Buy |
+120,500
| New | +$840K | ﹤0.01% | 885 |
|
|
2015
Q3 | – | Sell |
-76,900
| Closed | -$1.42M | – | 1503 |
|
|
2015
Q2 | $1.42M | Buy |
76,900
+52,400
| +214% | +$970K | 0.01% | 882 |
|
|
2015
Q1 | $563K | Buy |
+24,500
| New | +$563K | ﹤0.01% | 1071 |
|
|
2014
Q2 | – | Sell |
-33,300
| Closed | -$781K | – | 1425 |
|
|
2014
Q1 | $781K | Buy |
33,300
+4,500
| +16% | +$106K | ﹤0.01% | 980 |
|
|
2013
Q4 | $784K | Buy |
+28,800
| New | +$784K | ﹤0.01% | 973 |
|