Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6K | Buy |
+780
| New | +$88.6K | ﹤0.01% | 859 |
|
|
2022
Q1 | – | Sell |
-8,952
| Closed | -$1M | – | 1126 |
|
|
2021
Q4 | $1M | Sell |
8,952
-53,049
| -86% | -$5.95M | ﹤0.01% | 712 |
|
|
2021
Q3 | $6.35M | Sell |
62,001
-1,766
| -3% | -$181K | 0.01% | 432 |
|
|
2021
Q2 | $7.95M | Buy |
63,767
+25,138
| +65% | +$3.13M | 0.01% | 402 |
|
|
2021
Q1 | $4.58M | Buy |
+38,629
| New | +$4.58M | 0.01% | 458 |
|
|
2018
Q1 | – | Sell |
-5,190
| Closed | -$471K | – | 1150 |
|
|
2017
Q4 | $471K | Hold |
5,190
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $428K | Hold |
5,190
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $357K | Buy |
+5,190
| New | +$357K | ﹤0.01% | 654 |
|