Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $817K | Buy |
+3,079
| New | +$817K | 0.11% | 144 |
|
|
2020
Q1 | – | Sell |
-1,198
| Closed | -$240K | – | 110 |
|
|
2019
Q4 | $240K | Buy |
1,198
+4
| +0.3% | +$801 | 0.09% | 75 |
|
|
2019
Q3 | $252K | Sell |
1,194
-31
| -3% | -$6.54K | 0.11% | 68 |
|
|
2019
Q2 | $241K | Sell |
1,225
-256
| -17% | -$50.4K | 0.12% | 53 |
|
|
2019
Q1 | $247K | Buy |
1,481
+202
| +16% | +$33.7K | 0.12% | 52 |
|
|
2018
Q4 | $241K | Buy |
1,279
+13
| +1% | +$2.45K | 0.14% | 41 |
|
|
2018
Q3 | $221K | Buy |
+1,266
| New | +$221K | 0.11% | 45 |
|