Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
+142
| New | +$13K | 0.01% | 222 |
|
|
2022
Q4 | – | Sell |
-1,104
| Closed | -$55K | – | 428 |
|
|
2022
Q3 | $55K | Hold |
1,104
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $65K | Hold |
1,104
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $72K | Buy |
+1,104
| New | +$72K | ﹤0.01% | 344 |
|
|
2021
Q1 | – | Sell |
-723
| Closed | -$33K | – | 439 |
|
|
2020
Q4 | $33K | Buy |
+723
| New | +$33K | ﹤0.01% | 397 |
|