Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
52,831
+23,666
| +81% | +$127K | ﹤0.01% | 3339 |
|
|
2025
Q1 | $122K | Sell |
29,165
-13,148
| -31% | -$55K | ﹤0.01% | 3606 |
|
|
2024
Q4 | $320K | Buy |
42,313
+8,963
| +27% | +$67.8K | ﹤0.01% | 3297 |
|
|
2024
Q3 | $196K | Buy |
33,350
+24,731
| +287% | +$145K | ﹤0.01% | 3499 |
|
|
2024
Q2 | $53K | Buy |
+8,619
| New | +$53K | ﹤0.01% | 3657 |
|
|
2021
Q4 | – | Sell |
-2,363
| Closed | -$15K | – | 3885 |
|
|
2021
Q3 | $15K | Sell |
2,363
-1,647
| -41% | -$10.5K | ﹤0.01% | 3694 |
|
|
2021
Q2 | $29K | Sell |
4,010
-9,238
| -70% | -$66.8K | ﹤0.01% | 3616 |
|
|
2021
Q1 | $73K | Buy |
13,248
+8,133
| +159% | +$44.8K | ﹤0.01% | 3454 |
|
|
2020
Q4 | $28K | Sell |
5,115
-2,160
| -30% | -$11.8K | ﹤0.01% | 3331 |
|
|
2020
Q3 | $29K | Sell |
7,275
-1,914
| -21% | -$7.63K | ﹤0.01% | 3440 |
|
|
2020
Q2 | $45K | Buy |
9,189
+3,733
| +68% | +$18.3K | ﹤0.01% | 3430 |
|
|
2020
Q1 | $35K | Sell |
5,456
-61,772
| -92% | -$396K | ﹤0.01% | 3228 |
|
|
2019
Q4 | $706K | Buy |
67,228
+58,392
| +661% | +$613K | ﹤0.01% | 2501 |
|
|
2019
Q3 | $130K | Sell |
8,836
-2,643
| -23% | -$38.9K | ﹤0.01% | 3265 |
|
|
2019
Q2 | $145K | Buy |
11,479
+6,223
| +118% | +$78.6K | ﹤0.01% | 3381 |
|
|
2019
Q1 | $60K | Buy |
+5,256
| New | +$60K | ﹤0.01% | 3572 |
|
|
2018
Q4 | – | Sell |
-7,447
| Closed | -$89K | – | 4437 |
|
|
2018
Q3 | $89K | Buy |
7,447
+5,903
| +382% | +$70.5K | ﹤0.01% | 3478 |
|
|
2018
Q2 | $18K | Sell |
1,544
-2,606
| -63% | -$30.4K | ﹤0.01% | 3685 |
|
|
2018
Q1 | $47K | Buy |
4,150
+1,013
| +32% | +$11.5K | ﹤0.01% | 3531 |
|
|
2017
Q4 | $30K | Buy |
3,137
+2,381
| +315% | +$22.8K | ﹤0.01% | 3560 |
|
|
2017
Q3 | $8K | Sell |
756
-4,917
| -87% | -$52K | ﹤0.01% | 3514 |
|
|
2017
Q2 | $52K | Sell |
5,673
-4,957
| -47% | -$45.4K | ﹤0.01% | 3013 |
|
|
2017
Q1 | $101K | Hold |
10,630
| – | – | ﹤0.01% | 2833 |
|
|
2016
Q4 | $98K | Sell |
10,630
-1,859
| -15% | -$17.1K | ﹤0.01% | 2611 |
|
|
2016
Q3 | $94K | Buy |
+12,489
| New | +$94K | ﹤0.01% | 2460 |
|
|
2015
Q1 | – | Sell |
-3,772
| Closed | -$82K | – | 4190 |
|
|
2014
Q4 | $82K | Buy |
3,772
+3,510
| +1,340% | +$76.3K | ﹤0.01% | 2785 |
|
|
2014
Q3 | $6K | Sell |
262
-715
| -73% | -$16.4K | ﹤0.01% | 3913 |
|
|
2014
Q2 | $22K | Buy |
977
+74
| +8% | +$1.67K | ﹤0.01% | 3373 |
|
|
2014
Q1 | $22K | Sell |
903
-805
| -47% | -$19.6K | ﹤0.01% | 3538 |
|
|
2013
Q4 | $45K | Buy |
1,708
+944
| +124% | +$24.9K | ﹤0.01% | 3421 |
|
|
2013
Q3 | $16K | Sell |
764
-276
| -27% | -$5.78K | ﹤0.01% | 3551 |
|
|
2013
Q2 | $22K | Buy |
+1,040
| New | +$22K | ﹤0.01% | 3653 |
|