Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
45,000
| – | – | 1.67% | 9 |
|
|
2025
Q1 | $1.58M | Hold |
45,000
| – | – | 2.2% | 5 |
|
|
2024
Q4 | $1.91M | Buy |
45,000
+20,000
| +80% | +$850K | 3.26% | 4 |
|
|
2024
Q3 | $454K | Hold |
25,000
| – | – | 0.95% | 7 |
|
|
2024
Q2 | $503K | Hold |
25,000
| – | – | 0.86% | 4 |
|
|
2024
Q1 | $495K | Buy |
25,000
+5,000
| +25% | +$99K | 0.6% | 4 |
|
|
2023
Q4 | $344K | Buy |
+20,000
| New | +$344K | 0.31% | 6 |
|