Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1K | Hold |
12,831
| – | – | ﹤0.01% | 1114 |
|
|
2025
Q1 | $39.5K | Hold |
12,831
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q4 | $33.7K | Hold |
12,831
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q3 | $49.8K | Hold |
12,831
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q2 | $50.2K | Hold |
12,831
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q1 | $73.4K | Hold |
12,831
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q4 | $69.5K | Hold |
12,831
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q3 | $47.1K | Hold |
12,831
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q2 | $50.4K | Hold |
12,831
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q1 | $35K | Buy |
+12,831
| New | +$35K | ﹤0.01% | 1094 |
|
|
2022
Q1 | – | Sell |
-7,800
| Closed | -$21K | – | 1241 |
|
|
2021
Q4 | $21K | Hold |
7,800
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q3 | $21K | Buy |
+7,800
| New | +$21K | ﹤0.01% | 1219 |
|
|
2020
Q4 | – | Sell |
-23,977
| Closed | -$82K | – | 1348 |
|
|
2020
Q3 | $82K | Sell |
23,977
-8,193
| -25% | -$28K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $109K | Hold |
32,170
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q1 | $78K | Sell |
32,170
-2,764
| -8% | -$6.7K | ﹤0.01% | 1147 |
|
|
2019
Q4 | $219K | Hold |
34,934
| – | – | ﹤0.01% | 1117 |
|
|
2019
Q3 | $156K | Sell |
34,934
-2,224
| -6% | -$9.93K | ﹤0.01% | 1259 |
|
|
2019
Q2 | $195K | Hold |
37,158
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q1 | $222K | Hold |
37,158
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $252K | Sell |
37,158
-6,094
| -14% | -$41.3K | ﹤0.01% | 1201 |
|
|
2018
Q3 | $200K | Buy |
43,252
+1,540
| +4% | +$7.12K | ﹤0.01% | 1295 |
|
|
2018
Q2 | $247K | Sell |
41,712
-177,396
| -81% | -$1.05M | ﹤0.01% | 1272 |
|
|
2018
Q1 | $2.37M | Buy |
219,108
+41,000
| +23% | +$443K | 0.01% | 820 |
|
|
2017
Q4 | $2.02M | Hold |
178,108
| – | – | 0.01% | 861 |
|
|
2017
Q3 | $2.12M | Buy |
178,108
+7,800
| +5% | +$92.9K | 0.01% | 804 |
|
|
2017
Q2 | $2M | Sell |
170,308
-19,324
| -10% | -$227K | 0.01% | 785 |
|
|
2017
Q1 | $2.16M | Buy |
189,632
+394
| +0.2% | +$4.48K | 0.01% | 768 |
|
|
2016
Q4 | $1.96M | Hold |
189,238
| – | – | 0.01% | 766 |
|
|
2016
Q3 | $2.07M | Hold |
189,238
| – | – | 0.01% | 753 |
|
|
2016
Q2 | $2.08M | Hold |
189,238
| – | – | 0.01% | 736 |
|
|
2016
Q1 | $1.82M | Buy |
189,238
+6,000
| +3% | +$57.8K | 0.01% | 765 |
|
|
2015
Q4 | $1.4M | Buy |
183,238
+3,100
| +2% | +$23.6K | 0.01% | 851 |
|
|
2015
Q3 | $1.51M | Hold |
180,138
| – | – | 0.01% | 827 |
|
|
2015
Q2 | $1.89M | Hold |
180,138
| – | – | 0.01% | 801 |
|
|
2015
Q1 | $1.82M | Hold |
180,138
| – | – | 0.01% | 823 |
|
|
2014
Q4 | $1.72M | Hold |
180,138
| – | – | 0.01% | 833 |
|
|
2014
Q3 | $1.9M | Hold |
180,138
| – | – | 0.01% | 762 |
|
|
2014
Q2 | $2.13M | Hold |
180,138
| – | – | 0.01% | 761 |
|
|
2014
Q1 | $2.17M | Hold |
180,138
| – | – | 0.01% | 752 |
|
|
2013
Q4 | $2.13M | Hold |
180,138
| – | – | 0.01% | 753 |
|
|
2013
Q3 | $2.22M | Hold |
180,138
| – | – | 0.01% | 719 |
|
|
2013
Q2 | $2.16M | Buy |
+180,138
| New | +$2.16M | 0.01% | 683 |
|