Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
5,016
+1,023
| +26% | +$223K | ﹤0.01% | 650 |
|
|
2025
Q1 | $543K | Buy |
+3,993
| New | +$543K | ﹤0.01% | 716 |
|
|
2024
Q2 | – | Sell |
-2,638
| Closed | -$353K | – | 1126 |
|
|
2024
Q1 | $353K | Hold |
2,638
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $336K | Buy |
+2,638
| New | +$336K | ﹤0.01% | 779 |
|
|
2018
Q2 | – | Sell |
-92,704
| Closed | -$2.66M | – | 949 |
|
|
2018
Q1 | $2.66M | Sell |
92,704
-3,110
| -3% | -$89.3K | 0.01% | 493 |
|
|
2017
Q4 | $2.52M | Buy |
95,814
+67,943
| +244% | +$1.78M | 0.01% | 449 |
|
|
2017
Q3 | $795K | Hold |
27,871
| – | – | ﹤0.01% | 571 |
|
|
2017
Q2 | $813K | Buy |
+27,871
| New | +$813K | ﹤0.01% | 566 |
|