Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
+29,541
| New | +$1.63M | ﹤0.01% | 601 |
|
|
2022
Q3 | – | Sell |
-930
| Closed | -$37K | – | 1121 |
|
|
2022
Q2 | $37K | Hold |
930
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $44K | Sell |
930
-28,498
| -97% | -$1.35M | ﹤0.01% | 995 |
|
|
2021
Q4 | $1.78M | Sell |
29,428
-430
| -1% | -$26K | ﹤0.01% | 635 |
|
|
2021
Q3 | $2.12M | Hold |
29,858
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $1.74M | Buy |
29,858
+4,996
| +20% | +$292K | ﹤0.01% | 602 |
|
|
2021
Q1 | $1.2M | Buy |
24,862
+4,872
| +24% | +$235K | ﹤0.01% | 610 |
|
|
2020
Q4 | $874K | Buy |
19,990
+5,858
| +41% | +$256K | ﹤0.01% | 619 |
|
|
2020
Q3 | $580K | Sell |
14,132
-52,000
| -79% | -$2.13M | ﹤0.01% | 585 |
|
|
2020
Q2 | $2.69M | Buy |
+66,132
| New | +$2.69M | 0.01% | 420 |
|