Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Hold |
13,016
| – | – | ﹤0.01% | 752 |
|
|
2025
Q1 | $39.8K | Hold |
13,016
| – | – | ﹤0.01% | 732 |
|
|
2024
Q4 | $46.1K | Buy |
+13,016
| New | +$46.1K | ﹤0.01% | 724 |
|
|
2022
Q1 | – | Sell |
-200,310
| Closed | -$978K | – | 814 |
|
|
2021
Q4 | $978K | Sell |
200,310
-60,000
| -23% | -$293K | 0.03% | 268 |
|
|
2021
Q3 | $1.15M | Hold |
260,310
| – | – | 0.04% | 248 |
|
|
2021
Q2 | $1.02M | Buy |
260,310
+60,000
| +30% | +$234K | 0.04% | 271 |
|
|
2021
Q1 | $635K | Buy |
+200,310
| New | +$635K | 0.02% | 339 |
|
|
2013
Q4 | – | Sell |
-118,096
| Closed | -$227K | – | 245 |
|
|
2013
Q3 | $227K | Hold |
118,096
| – | – | 0.04% | 190 |
|
|
2013
Q2 | $161K | Buy |
+118,096
| New | +$161K | 0.03% | 179 |
|