Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
839
| – | – | ﹤0.01% | 744 |
|
|
2025
Q1 | $308K | Buy |
+839
| New | +$308K | ﹤0.01% | 789 |
|
|
2021
Q2 | – | Sell |
-382
| Closed | -$94K | – | 1027 |
|
|
2021
Q1 | $94K | Hold |
382
| – | – | ﹤0.01% | 881 |
|
|
2020
Q4 | $95K | Hold |
382
| – | – | ﹤0.01% | 835 |
|
|
2020
Q3 | $81K | Hold |
382
| – | – | ﹤0.01% | 789 |
|
|
2020
Q2 | $83K | Hold |
382
| – | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $81K | Buy |
382
+175
| +85% | +$37.1K | ﹤0.01% | 737 |
|
|
2019
Q4 | $52K | Buy |
+207
| New | +$52K | ﹤0.01% | 771 |
|
|
2018
Q3 | – | Sell |
-492
| Closed | -$83K | – | 760 |
|
|
2018
Q2 | $83K | Buy |
+492
| New | +$83K | ﹤0.01% | 798 |
|