Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
820
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $27.7K | Hold |
820
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $24.2K | Hold |
820
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $25.7K | Sell |
820
-150
| -15% | -$4.71K | 0.01% | 317 |
|
|
2024
Q2 | $35K | Sell |
970
-656
| -40% | -$23.7K | 0.02% | 284 |
|
|
2024
Q1 | $61.3K | Hold |
1,626
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $57.6K | Buy |
1,626
+150
| +10% | +$5.31K | 0.03% | 231 |
|
|
2023
Q3 | $57.2K | Hold |
1,476
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $52.1K | Sell |
1,476
-1,660
| -53% | -$58.6K | 0.03% | 228 |
|
|
2023
Q1 | $119K | Sell |
3,136
-1,366
| -30% | -$51.8K | 0.07% | 170 |
|
|
2022
Q4 | $157K | Sell |
4,502
-1,797
| -29% | -$62.8K | 0.1% | 153 |
|
|
2022
Q3 | $180K | Buy |
6,299
+2,731
| +77% | +$78K | 0.12% | 140 |
|
|
2022
Q2 | $101K | Sell |
3,568
-200
| -5% | -$5.66K | 0.07% | 169 |
|
|
2022
Q1 | $111K | Buy |
3,768
+656
| +21% | +$19.3K | 0.06% | 176 |
|
|
2021
Q4 | $83K | Sell |
3,112
-312
| -9% | -$8.32K | 0.05% | 193 |
|
|
2021
Q3 | $94K | Sell |
3,424
-171
| -5% | -$4.7K | 0.06% | 185 |
|
|
2021
Q2 | $95K | Sell |
3,595
-386
| -10% | -$10.2K | 0.06% | 191 |
|
|
2021
Q1 | $97K | Sell |
3,981
-5
| -0.1% | -$122 | 0.07% | 184 |
|
|
2020
Q4 | $82K | Sell |
3,986
-330
| -8% | -$6.79K | 0.06% | 188 |
|
|
2020
Q3 | $75K | Sell |
4,316
-809
| -16% | -$14.1K | 0.06% | 183 |
|
|
2020
Q2 | $120K | Sell |
5,125
-5,353
| -51% | -$125K | 0.11% | 162 |
|
|
2020
Q1 | $256K | Sell |
10,478
-697
| -6% | -$17K | 0.28% | 94 |
|
|
2019
Q4 | $422K | Sell |
11,175
-1,443
| -11% | -$54.5K | 0.36% | 87 |
|
|
2019
Q3 | $480K | Sell |
12,618
-1,109
| -8% | -$42.2K | 0.44% | 71 |
|
|
2019
Q2 | $563K | Buy |
13,727
+912
| +7% | +$37.4K | 0.48% | 67 |
|
|
2019
Q1 | $551K | Buy |
12,815
+970
| +8% | +$41.7K | 0.28% | 67 |
|
|
2018
Q4 | $436K | Buy |
11,845
+540
| +5% | +$19.9K | 0.28% | 69 |
|
|
2018
Q3 | $498K | Sell |
11,305
-63
| -0.6% | -$2.78K | 0.28% | 63 |
|
|
2018
Q2 | $489K | Sell |
11,368
-74
| -0.6% | -$3.18K | 0.28% | 60 |
|
|
2018
Q1 | $431K | Sell |
11,442
-543
| -5% | -$20.5K | 0.25% | 69 |
|
|
2017
Q4 | $461K | Buy |
+11,985
| New | +$461K | 0.28% | 57 |
|