Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
64,395
-36,000
| -36% | -$642K | ﹤0.01% | 630 |
|
|
2025
Q1 | $1.92M | Buy |
100,395
+51,283
| +104% | +$983K | ﹤0.01% | 618 |
|
|
2024
Q4 | $678K | Hold |
49,112
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $853K | Hold |
49,112
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $924K | Hold |
49,112
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $861K | Sell |
49,112
-10,264
| -17% | -$180K | 0.01% | 521 |
|
|
2023
Q4 | $986K | Hold |
59,376
| – | – | ﹤0.01% | 635 |
|
|
2023
Q3 | $901K | Hold |
59,376
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $894K | Hold |
59,376
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $1.13M | Buy |
+59,376
| New | +$1.13M | ﹤0.01% | 623 |
|