Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
+18,498
| New | +$297K | ﹤0.01% | 1045 |
|
|
2015
Q1 | – | Sell |
-93,000
| Closed | -$1.68M | – | 1493 |
|
|
2014
Q4 | $1.68M | Buy |
93,000
+10,600
| +13% | +$192K | 0.01% | 838 |
|
|
2014
Q3 | $1.41M | Buy |
82,400
+19,400
| +31% | +$332K | 0.01% | 839 |
|
|
2014
Q2 | $1.18M | Buy |
+63,000
| New | +$1.18M | ﹤0.01% | 892 |
|
|
2013
Q4 | – | Sell |
-136,388
| Closed | -$2.27M | – | 1428 |
|
|
2013
Q3 | $2.27M | Sell |
136,388
-539,152
| -80% | -$8.95M | 0.01% | 714 |
|
|
2013
Q2 | $9.83M | Buy |
+675,540
| New | +$9.83M | 0.05% | 336 |
|