Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
63,461
| – | – | ﹤0.01% | 655 |
|
|
2025
Q1 | $744K | Sell |
63,461
-19,439
| -23% | -$228K | ﹤0.01% | 587 |
|
|
2024
Q4 | $1.05M | Buy |
+82,900
| New | +$1.05M | 0.01% | 581 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$105K | – | 1193 |
|
|
2022
Q3 | $105K | Hold |
10,000
| – | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $109K | Buy |
+10,000
| New | +$109K | ﹤0.01% | 987 |
|