Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
143,100
+1,900
| +1% | +$39.5K | ﹤0.01% | 530 |
|
|
2025
Q1 | $2.5M | Buy |
+141,200
| New | +$2.5M | ﹤0.01% | 535 |
|
|
2017
Q4 | – | Sell |
-4,121
| Closed | -$57K | – | 825 |
|
|
2017
Q3 | $57K | Hold |
4,121
| – | – | ﹤0.01% | 801 |
|
|
2017
Q2 | $68K | Sell |
4,121
-43,779
| -91% | -$722K | ﹤0.01% | 804 |
|
|
2017
Q1 | $806K | Hold |
47,900
| – | – | ﹤0.01% | 563 |
|
|
2016
Q4 | $675K | Buy |
+47,900
| New | +$675K | ﹤0.01% | 569 |
|