Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
4,409
-1,028
| -19% | -$70.3K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $363K | Buy |
5,437
+215
| +4% | +$14.4K | ﹤0.01% | 1187 |
|
|
2024
Q4 | $370K | Buy |
5,222
+1,045
| +25% | +$74.1K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $258K | Buy |
+4,177
| New | +$258K | ﹤0.01% | 1422 |
|
|
2014
Q4 | – | Sell |
-5,277
| Closed | -$203K | – | 2106 |
|
|
2014
Q3 | $203K | Buy |
+5,277
| New | +$203K | ﹤0.01% | 1877 |
|