Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
28,352
-10,401
| -27% | -$216K | ﹤0.01% | 2837 |
|
|
2025
Q1 | $686K | Sell |
38,753
-188,066
| -83% | -$3.33M | ﹤0.01% | 2781 |
|
|
2024
Q4 | $3.52M | Buy |
226,819
+195,859
| +633% | +$3.04M | ﹤0.01% | 1702 |
|
|
2024
Q3 | $476K | Buy |
30,960
+3,144
| +11% | +$48.4K | ﹤0.01% | 3021 |
|
|
2024
Q2 | $380K | Buy |
27,816
+4,634
| +20% | +$63.3K | ﹤0.01% | 2856 |
|
|
2024
Q1 | $325K | Buy |
23,182
+3,222
| +16% | +$45.2K | ﹤0.01% | 3069 |
|
|
2023
Q4 | $268K | Buy |
19,960
+3,007
| +18% | +$40.4K | ﹤0.01% | 3064 |
|
|
2023
Q3 | $217K | Buy |
16,953
+5,616
| +50% | +$72K | ﹤0.01% | 2938 |
|
|
2023
Q2 | $128K | Buy |
11,337
+4,546
| +67% | +$51.4K | ﹤0.01% | 3449 |
|
|
2023
Q1 | $77K | Sell |
6,791
-13
| -0.2% | -$147 | ﹤0.01% | 3485 |
|
|
2022
Q4 | $91.9K | Sell |
6,804
-254
| -4% | -$3.43K | ﹤0.01% | 3376 |
|
|
2022
Q3 | $87K | Buy |
7,058
+829
| +13% | +$10.2K | ﹤0.01% | 3456 |
|
|
2022
Q2 | $87K | Buy |
+6,229
| New | +$87K | ﹤0.01% | 3611 |
|
|
2021
Q3 | – | Sell |
-771
| Closed | -$11K | – | 5274 |
|
|
2021
Q2 | $11K | Buy |
771
+29
| +4% | +$414 | ﹤0.01% | 4938 |
|
|
2021
Q1 | $9K | Hold |
742
| – | – | ﹤0.01% | 5031 |
|
|
2020
Q4 | $8K | Sell |
742
-11,027
| -94% | -$119K | ﹤0.01% | 4925 |
|
|
2020
Q3 | $113K | Buy |
11,769
+3,078
| +35% | +$29.6K | ﹤0.01% | 3077 |
|
|
2020
Q2 | $85K | Buy |
8,691
+1,788
| +26% | +$17.5K | ﹤0.01% | 3551 |
|
|
2020
Q1 | $54K | Buy |
6,903
+5,888
| +580% | +$46.1K | ﹤0.01% | 3736 |
|
|
2019
Q4 | $12K | Hold |
1,015
| – | – | ﹤0.01% | 4663 |
|
|
2019
Q3 | $11K | Sell |
1,015
-9,639
| -90% | -$104K | ﹤0.01% | 4528 |
|
|
2019
Q2 | $132K | Sell |
10,654
-7,995
| -43% | -$99.1K | ﹤0.01% | 3448 |
|
|
2019
Q1 | $233K | Buy |
18,649
+14,618
| +363% | +$183K | ﹤0.01% | 3023 |
|
|
2018
Q4 | $57K | Buy |
4,031
+1,581
| +65% | +$22.4K | ﹤0.01% | 3826 |
|
|
2018
Q3 | $36K | Buy |
2,450
+191
| +8% | +$2.81K | ﹤0.01% | 4271 |
|
|
2018
Q2 | $30K | Buy |
2,259
+646
| +40% | +$8.58K | ﹤0.01% | 4194 |
|
|
2018
Q1 | $22K | Buy |
1,613
+123
| +8% | +$1.68K | ﹤0.01% | 4181 |
|
|
2017
Q4 | $23K | Buy |
1,490
+51
| +4% | +$787 | ﹤0.01% | 4190 |
|
|
2017
Q3 | $20K | Sell |
1,439
-740
| -34% | -$10.3K | ﹤0.01% | 4007 |
|
|
2017
Q2 | $37K | Buy |
2,179
+914
| +72% | +$15.5K | ﹤0.01% | 3723 |
|
|
2017
Q1 | $22K | Sell |
1,265
-675
| -35% | -$11.7K | ﹤0.01% | 4034 |
|
|
2016
Q4 | $27K | Sell |
1,940
-298
| -13% | -$4.15K | ﹤0.01% | 4307 |
|
|
2016
Q3 | $35K | Hold |
2,238
| – | – | ﹤0.01% | 3911 |
|
|
2016
Q2 | $32K | Sell |
2,238
-275
| -11% | -$3.93K | ﹤0.01% | 3930 |
|
|
2016
Q1 | $34K | Buy |
2,513
+383
| +18% | +$5.18K | ﹤0.01% | 4421 |
|
|
2015
Q4 | $25K | Sell |
2,130
-137
| -6% | -$1.61K | ﹤0.01% | 4426 |
|
|
2015
Q3 | $30K | Sell |
2,267
-208
| -8% | -$2.75K | ﹤0.01% | 3817 |
|
|
2015
Q2 | $32K | Buy |
2,475
+416
| +20% | +$5.38K | ﹤0.01% | 3998 |
|
|
2015
Q1 | $28K | Sell |
2,059
-124
| -6% | -$1.69K | ﹤0.01% | 4202 |
|
|
2014
Q4 | $31K | Sell |
2,183
-51,316
| -96% | -$729K | ﹤0.01% | 4368 |
|
|
2014
Q3 | $867K | Buy |
53,499
+51,202
| +2,229% | +$830K | ﹤0.01% | 1678 |
|
|
2014
Q2 | $35K | Buy |
2,297
+297
| +15% | +$4.53K | ﹤0.01% | 3796 |
|
|
2014
Q1 | $28K | Buy |
2,000
+1,700
| +567% | +$23.8K | ﹤0.01% | 4308 |
|
|
2013
Q4 | $4K | Sell |
300
-1,263
| -81% | -$16.8K | ﹤0.01% | 5064 |
|
|
2013
Q3 | $26K | Sell |
1,563
-941
| -38% | -$15.7K | ﹤0.01% | 4122 |
|
|
2013
Q2 | $39K | Buy |
+2,504
| New | +$39K | ﹤0.01% | 3901 |
|