Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+1,422
| New | +$261K | 0.01% | 650 |
|
|
2023
Q1 | – | Sell |
-1,486
| Closed | -$201K | – | 738 |
|
|
2022
Q4 | $201K | Buy |
+1,486
| New | +$201K | 0.01% | 658 |
|
|
2022
Q2 | – | Sell |
-1,586
| Closed | -$249K | – | 711 |
|
|
2022
Q1 | $249K | Sell |
1,586
-253
| -14% | -$39.7K | 0.01% | 607 |
|
|
2021
Q4 | $334K | Sell |
1,839
-30
| -2% | -$5.45K | 0.01% | 507 |
|
|
2021
Q3 | $291K | Buy |
+1,869
| New | +$291K | 0.01% | 540 |
|