Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7K | Buy |
+2,836
| New | +$51.7K | ﹤0.01% | 2603 |
|
|
2023
Q4 | – | Sell |
-437,328
| Closed | -$11.3M | – | 2579 |
|
|
2023
Q3 | $11.3M | Buy |
437,328
+174,791
| +67% | +$4.53M | 0.01% | 916 |
|
|
2023
Q2 | $4.66M | Hold |
262,537
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q1 | $4.66M | Buy |
+262,537
| New | +$4.66M | ﹤0.01% | 1267 |
|