Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
18,291
-2,884
| -14% | -$23K | ﹤0.01% | 3154 |
|
|
2025
Q1 | $154K | Buy |
21,175
+7,779
| +58% | +$56.4K | ﹤0.01% | 3086 |
|
|
2024
Q4 | $92.3K | Buy |
+13,396
| New | +$92.3K | ﹤0.01% | 3202 |
|
|
2024
Q3 | – | Sell |
-13,951
| Closed | -$148K | – | 3369 |
|
|
2024
Q2 | $148K | Buy |
+13,951
| New | +$148K | ﹤0.01% | 2868 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$251K | – | 514 |
|
|
2017
Q2 | $251K | Hold |
4,000
| – | – | 0.01% | 436 |
|
|
2017
Q1 | $222K | Buy |
+4,000
| New | +$222K | 0.01% | 523 |
|