Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-342,341
| Closed | -$7.69M | – | 215 |
|
|
2024
Q4 | $7.69M | Buy |
+342,341
| New | +$7.69M | 0.33% | 51 |
|
|
2022
Q1 | – | Sell |
-4,072
| Closed | -$439K | – | 149 |
|
|
2021
Q4 | $439K | Buy |
4,072
+372
| +10% | +$40.1K | 0.03% | 106 |
|
|
2021
Q3 | $467K | Sell |
3,700
-10,820
| -75% | -$1.37M | 0.04% | 99 |
|
|
2021
Q2 | $1.6M | Buy |
+14,520
| New | +$1.6M | 0.13% | 63 |
|