Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
83,667
+7,518
| +10% | +$81.6K | 0.01% | 630 |
|
|
2025
Q1 | $764K | Sell |
76,149
-1,654
| -2% | -$16.6K | 0.01% | 655 |
|
|
2024
Q4 | $769K | Sell |
77,803
-389,961
| -83% | -$3.86M | 0.01% | 677 |
|
|
2024
Q3 | $5.03M | Buy |
467,764
+373,242
| +395% | +$4.01M | 0.07% | 187 |
|
|
2024
Q2 | $1.2M | Buy |
94,522
+62,953
| +199% | +$802K | 0.02% | 458 |
|
|
2024
Q1 | $419K | Sell |
31,569
-828
| -3% | -$11K | 0.01% | 461 |
|
|
2023
Q4 | $395K | Buy |
32,397
+1,908
| +6% | +$23.3K | 0.01% | 447 |
|
|
2023
Q3 | $379K | Sell |
30,489
-4,132
| -12% | -$51.3K | 0.01% | 325 |
|
|
2023
Q2 | $524K | Sell |
34,621
-6,376
| -16% | -$96.5K | 0.02% | 281 |
|
|
2023
Q1 | $517K | Buy |
40,997
+7,941
| +24% | +$100K | 0.02% | 290 |
|
|
2022
Q4 | $385K | Buy |
33,056
+336
| +1% | +$3.91K | 0.02% | 165 |
|
|
2022
Q3 | $366K | Buy |
32,720
+2,439
| +8% | +$27.3K | 0.02% | 148 |
|
|
2022
Q2 | $337K | Buy |
30,281
+4,583
| +18% | +$51K | 0.02% | 154 |
|
|
2022
Q1 | $435K | Sell |
25,698
-1,403
| -5% | -$23.7K | 0.02% | 151 |
|
|
2021
Q4 | $563K | Buy |
27,101
+1,704
| +7% | +$35.4K | 0.03% | 138 |
|
|
2021
Q3 | $360K | Buy |
25,397
+2,415
| +11% | +$34.2K | 0.02% | 159 |
|
|
2021
Q2 | $342K | Hold |
22,982
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $282K | Buy |
22,982
+1,500
| +7% | +$18.4K | 0.02% | 164 |
|
|
2020
Q4 | $189K | Hold |
21,482
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $143K | Sell |
21,482
-102,194
| -83% | -$680K | 0.01% | 177 |
|
|
2020
Q2 | $752K | Sell |
123,676
-1,234
| -1% | -$7.5K | 0.07% | 87 |
|
|
2020
Q1 | $603K | Buy |
124,910
+102,316
| +453% | +$494K | 0.07% | 99 |
|
|
2019
Q4 | $210K | Sell |
22,594
-5,041
| -18% | -$46.9K | 0.02% | 190 |
|
|
2019
Q3 | $253K | Buy |
27,635
+4,430
| +19% | +$40.6K | 0.03% | 163 |
|
|
2019
Q2 | $237K | Sell |
23,205
-5,257
| -18% | -$53.7K | 0.03% | 179 |
|
|
2019
Q1 | $250K | Sell |
28,462
-6,982
| -20% | -$61.3K | 0.03% | 172 |
|
|
2018
Q4 | $271K | Buy |
35,444
+6,498
| +22% | +$49.7K | 0.04% | 152 |
|
|
2018
Q3 | $268K | Sell |
28,946
-578
| -2% | -$5.35K | 0.04% | 180 |
|
|
2018
Q2 | $327K | Sell |
29,524
-6,993
| -19% | -$77.5K | 0.04% | 174 |
|
|
2018
Q1 | $405K | Sell |
36,517
-2,394
| -6% | -$26.6K | 0.05% | 180 |
|
|
2017
Q4 | $486K | Sell |
38,911
-2,962
| -7% | -$37K | 0.06% | 159 |
|
|
2017
Q3 | $501K | Buy |
41,873
+1,193
| +3% | +$14.3K | 0.07% | 152 |
|
|
2017
Q2 | $455K | Buy |
40,680
+2,865
| +8% | +$32K | 0.06% | 153 |
|
|
2017
Q1 | $440K | Buy |
37,815
+8,438
| +29% | +$98.2K | 0.06% | 157 |
|
|
2016
Q4 | $356K | Buy |
29,377
+575
| +2% | +$6.97K | 0.06% | 175 |
|
|
2016
Q3 | $348K | Buy |
28,802
+9,981
| +53% | +$121K | 0.06% | 152 |
|
|
2016
Q2 | $237K | Buy |
18,821
+286
| +2% | +$3.6K | 0.05% | 186 |
|
|
2016
Q1 | $250K | Buy |
18,535
+6,432
| +53% | +$86.8K | 0.05% | 164 |
|
|
2015
Q4 | $171K | Sell |
12,103
-1,279
| -10% | -$18.1K | 0.04% | 153 |
|
|
2015
Q3 | $182K | Sell |
13,382
-1,807
| -12% | -$24.6K | 0.05% | 148 |
|
|
2015
Q2 | $228K | Buy |
15,189
+4,399
| +41% | +$66K | 0.06% | 136 |
|
|
2015
Q1 | $174K | Buy |
10,790
+488
| +5% | +$7.87K | 0.04% | 146 |
|
|
2014
Q4 | $160K | Sell |
10,302
-999
| -9% | -$15.5K | 0.04% | 144 |
|
|
2014
Q3 | $167K | Buy |
11,301
+900
| +9% | +$13.3K | 0.05% | 145 |
|
|
2014
Q2 | $179K | Sell |
10,401
-299
| -3% | -$5.15K | 0.05% | 143 |
|
|
2014
Q1 | $167K | Buy |
+10,700
| New | +$167K | 0.05% | 137 |
|