Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
83,079
+38,973
| +88% | +$530K | ﹤0.01% | 872 |
|
|
2025
Q1 | $614K | Buy |
44,106
+5,517
| +14% | +$76.7K | ﹤0.01% | 904 |
|
|
2024
Q4 | $585K | Sell |
38,589
-1,399
| -3% | -$21.2K | ﹤0.01% | 929 |
|
|
2024
Q3 | $669K | Buy |
39,988
+3,937
| +11% | +$65.9K | ﹤0.01% | 930 |
|
|
2024
Q2 | $709K | Buy |
36,051
+4,623
| +15% | +$90.9K | ﹤0.01% | 916 |
|
|
2024
Q1 | $628K | Sell |
31,428
-27,544
| -47% | -$551K | ﹤0.01% | 912 |
|
|
2023
Q4 | $982K | Sell |
58,972
-15,244
| -21% | -$254K | ﹤0.01% | 849 |
|
|
2023
Q3 | $1.55M | Sell |
74,216
-6,661
| -8% | -$139K | 0.01% | 761 |
|
|
2023
Q2 | $1.37M | Buy |
80,877
+31,163
| +63% | +$529K | ﹤0.01% | 788 |
|
|
2023
Q1 | $868K | Buy |
49,714
+12,734
| +34% | +$222K | ﹤0.01% | 888 |
|
|
2022
Q4 | $718K | Buy |
36,980
+742
| +2% | +$14.4K | ﹤0.01% | 937 |
|
|
2022
Q3 | $557K | Sell |
36,238
-5,899
| -14% | -$90.7K | ﹤0.01% | 945 |
|
|
2022
Q2 | $801K | Sell |
42,137
-3,269
| -7% | -$62.1K | ﹤0.01% | 907 |
|
|
2022
Q1 | $757K | Buy |
45,406
+6,229
| +16% | +$104K | ﹤0.01% | 982 |
|
|
2021
Q4 | $481K | Sell |
39,177
-827
| -2% | -$10.2K | ﹤0.01% | 1025 |
|
|
2021
Q3 | $402K | Buy |
40,004
+903
| +2% | +$9.07K | ﹤0.01% | 1094 |
|
|
2021
Q2 | $375K | Sell |
39,101
-1,563
| -4% | -$15K | ﹤0.01% | 1142 |
|
|
2021
Q1 | $306K | Sell |
40,664
-819
| -2% | -$6.16K | ﹤0.01% | 1137 |
|
|
2020
Q4 | $251K | Sell |
41,483
-10,189
| -20% | -$61.7K | ﹤0.01% | 1155 |
|
|
2020
Q3 | $201K | Buy |
51,672
+9,120
| +21% | +$35.5K | ﹤0.01% | 1156 |
|
|
2020
Q2 | $199K | Buy |
42,552
+3,313
| +8% | +$15.5K | ﹤0.01% | 1179 |
|
|
2020
Q1 | $79K | Buy |
39,239
+12,725
| +48% | +$25.6K | ﹤0.01% | 1145 |
|
|
2019
Q4 | $269K | Buy |
26,514
+489
| +2% | +$4.96K | ﹤0.01% | 1091 |
|
|
2019
Q3 | $244K | Buy |
26,025
+1,722
| +7% | +$16.1K | ﹤0.01% | 1222 |
|
|
2019
Q2 | $214K | Sell |
24,303
-176
| -0.7% | -$1.55K | ﹤0.01% | 1219 |
|
|
2019
Q1 | $212K | Buy |
24,479
+1,414
| +6% | +$12.2K | ﹤0.01% | 1257 |
|
|
2018
Q4 | $162K | Sell |
23,065
-3,774
| -14% | -$26.5K | ﹤0.01% | 1251 |
|
|
2018
Q3 | $269K | Buy |
26,839
+775
| +3% | +$7.77K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $271K | Sell |
26,064
-6,230
| -19% | -$64.8K | ﹤0.01% | 1251 |
|
|
2018
Q1 | $276K | Buy |
32,294
+894
| +3% | +$7.64K | ﹤0.01% | 1272 |
|
|
2017
Q4 | $287K | Sell |
31,400
-2,550
| -8% | -$23.3K | ﹤0.01% | 1247 |
|
|
2017
Q3 | $340K | Buy |
33,950
+6,528
| +24% | +$65.4K | ﹤0.01% | 1170 |
|
|
2017
Q2 | $202K | Sell |
27,422
-55,655
| -67% | -$410K | ﹤0.01% | 1200 |
|
|
2017
Q1 | $939K | Buy |
83,077
+40,306
| +94% | +$456K | ﹤0.01% | 945 |
|
|
2016
Q4 | $647K | Sell |
42,771
-6,170
| -13% | -$93.3K | ﹤0.01% | 993 |
|
|
2016
Q3 | $703K | Buy |
48,941
+23,445
| +92% | +$337K | ﹤0.01% | 959 |
|
|
2016
Q2 | $351K | Sell |
25,496
-3,759
| -13% | -$51.8K | ﹤0.01% | 1071 |
|
|
2016
Q1 | $383K | Sell |
29,255
-5,865
| -17% | -$76.8K | ﹤0.01% | 1044 |
|
|
2015
Q4 | $442K | Sell |
35,120
-1,986
| -5% | -$25K | ﹤0.01% | 1051 |
|
|
2015
Q3 | $561K | Sell |
37,106
-225,258
| -86% | -$3.41M | ﹤0.01% | 1019 |
|
|
2015
Q2 | $4.2M | Buy |
262,364
+30,266
| +13% | +$484K | 0.02% | 631 |
|
|
2015
Q1 | $3.91M | Buy |
232,098
+150,009
| +183% | +$2.53M | 0.02% | 656 |
|
|
2014
Q4 | $1.7M | Sell |
82,089
-50,300
| -38% | -$1.04M | 0.01% | 835 |
|
|
2014
Q3 | $3.57M | Sell |
132,389
-76,700
| -37% | -$2.07M | 0.02% | 608 |
|
|
2014
Q2 | $6.79M | Sell |
209,089
-61,441
| -23% | -$2M | 0.03% | 486 |
|
|
2014
Q1 | $7.84M | Buy |
270,530
+22,399
| +9% | +$649K | 0.03% | 435 |
|
|
2013
Q4 | $7.1M | Sell |
248,131
-7,564
| -3% | -$216K | 0.03% | 446 |
|
|
2013
Q3 | $7.65M | Buy |
255,695
+6,226
| +2% | +$186K | 0.04% | 417 |
|
|
2013
Q2 | $7.09M | Buy |
+249,469
| New | +$7.09M | 0.04% | 413 |
|