Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
14,260
+8,600
| +152% | +$671K | 0.05% | 233 |
|
|
2025
Q1 | $418K | Sell |
5,660
-1,260
| -18% | -$93K | 0.02% | 410 |
|
|
2024
Q4 | $565K | Buy |
+6,920
| New | +$565K | 0.02% | 355 |
|
|
2024
Q3 | – | Sell |
-4,000
| Closed | -$237K | – | 814 |
|
|
2024
Q2 | $237K | Buy |
+4,000
| New | +$237K | 0.01% | 430 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1084 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 964 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 854 |
|