Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
417
+92
| +28% | +$49.2K | ﹤0.01% | 762 |
|
|
2025
Q1 | $119K | Sell |
325
-35
| -10% | -$12.8K | ﹤0.01% | 752 |
|
|
2024
Q4 | $163K | Sell |
360
-19,547
| -98% | -$8.87M | ﹤0.01% | 782 |
|
|
2024
Q3 | $8.57M | Buy |
19,907
+19,896
| +180,873% | +$8.57M | 0.05% | 235 |
|
|
2024
Q2 | $4.02K | Buy |
+11
| New | +$4.02K | ﹤0.01% | 900 |
|
|
2019
Q3 | – | Sell |
-2,472
| Closed | -$218K | – | 837 |
|
|
2019
Q2 | $218K | Buy |
+2,472
| New | +$218K | ﹤0.01% | 692 |
|
|
2018
Q2 | – | Sell |
-4,415
| Closed | -$344K | – | 897 |
|
|
2018
Q1 | $344K | Sell |
4,415
-264
| -6% | -$20.6K | ﹤0.01% | 717 |
|
|
2017
Q4 | $383K | Sell |
4,679
-6,667
| -59% | -$546K | ﹤0.01% | 636 |
|
|
2017
Q3 | $787K | Buy |
11,346
+6,831
| +151% | +$474K | 0.01% | 554 |
|
|
2017
Q2 | $295K | Sell |
4,515
-1,497
| -25% | -$97.8K | ﹤0.01% | 647 |
|
|
2017
Q1 | $378K | Buy |
6,012
+1,350
| +29% | +$84.9K | ﹤0.01% | 600 |
|
|
2016
Q4 | $330K | Buy |
+4,662
| New | +$330K | ﹤0.01% | 599 |
|