Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+37,762
| New | +$320K | ﹤0.01% | 1250 |
|
|
2020
Q1 | – | Sell |
-19,622
| Closed | -$156K | – | 1505 |
|
|
2019
Q4 | $156K | Buy |
+19,622
| New | +$156K | ﹤0.01% | 1291 |
|
|
2019
Q3 | – | Sell |
-25,008
| Closed | -$153K | – | 1546 |
|
|
2019
Q2 | $153K | Buy |
25,008
+3,139
| +14% | +$19.2K | ﹤0.01% | 1456 |
|
|
2019
Q1 | $140K | Sell |
21,869
-37,450
| -63% | -$240K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $356K | Buy |
59,319
+5,147
| +10% | +$30.9K | ﹤0.01% | 1044 |
|
|
2018
Q3 | $509K | Buy |
54,172
+26,534
| +96% | +$249K | ﹤0.01% | 998 |
|
|
2018
Q2 | $239K | Buy |
+27,638
| New | +$239K | ﹤0.01% | 1339 |
|