Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
13,516
-6,355
| -32% | -$125K | ﹤0.01% | 3414 |
|
|
2025
Q1 | $335K | Sell |
19,871
-4,934
| -20% | -$83.3K | ﹤0.01% | 3305 |
|
|
2024
Q4 | $425K | Sell |
24,805
-91
| -0.4% | -$1.56K | ﹤0.01% | 3287 |
|
|
2024
Q3 | $520K | Buy |
24,896
+152
| +0.6% | +$3.18K | ﹤0.01% | 3207 |
|
|
2024
Q2 | $478K | Sell |
24,744
-9,974
| -29% | -$193K | ﹤0.01% | 3272 |
|
|
2024
Q1 | $644K | Buy |
34,718
+14,895
| +75% | +$276K | ﹤0.01% | 3193 |
|
|
2023
Q4 | $535K | Buy |
19,823
+501
| +3% | +$13.5K | ﹤0.01% | 3168 |
|
|
2023
Q3 | $394K | Buy |
19,322
+144
| +0.8% | +$2.94K | ﹤0.01% | 3308 |
|
|
2023
Q2 | $532K | Sell |
19,178
-1,122
| -6% | -$31.1K | ﹤0.01% | 3193 |
|
|
2023
Q1 | $395K | Buy |
20,300
+3,436
| +20% | +$66.8K | ﹤0.01% | 3383 |
|
|
2022
Q4 | $572K | Buy |
16,864
+4,861
| +40% | +$165K | ﹤0.01% | 3181 |
|
|
2022
Q3 | $450K | Buy |
12,003
+109
| +0.9% | +$4.09K | ﹤0.01% | 3279 |
|
|
2022
Q2 | $530K | Buy |
11,894
+1,552
| +15% | +$69.2K | ﹤0.01% | 3275 |
|
|
2022
Q1 | $706K | Buy |
10,342
+1,213
| +13% | +$82.8K | ﹤0.01% | 3207 |
|
|
2021
Q4 | $766K | Sell |
9,129
-843
| -8% | -$70.7K | ﹤0.01% | 3168 |
|
|
2021
Q3 | $787K | Buy |
9,972
+1,159
| +13% | +$91.5K | ﹤0.01% | 3190 |
|
|
2021
Q2 | $707K | Sell |
8,813
-555
| -6% | -$44.5K | ﹤0.01% | 3250 |
|
|
2021
Q1 | $726K | Buy |
9,368
+995
| +12% | +$77.1K | ﹤0.01% | 3168 |
|
|
2020
Q4 | $619K | Buy |
8,373
+1,956
| +30% | +$145K | ﹤0.01% | 3122 |
|
|
2020
Q3 | $442K | Sell |
6,417
-161
| -2% | -$11.1K | ﹤0.01% | 3161 |
|
|
2020
Q2 | $377K | Sell |
6,578
-654
| -9% | -$37.5K | ﹤0.01% | 3236 |
|
|
2020
Q1 | $349K | Buy |
7,232
+3,458
| +92% | +$167K | ﹤0.01% | 3190 |
|
|
2019
Q4 | $233K | Sell |
3,774
-247
| -6% | -$15.2K | ﹤0.01% | 3448 |
|
|
2019
Q3 | $218K | Sell |
4,021
-156
| -4% | -$8.46K | ﹤0.01% | 3477 |
|
|
2019
Q2 | $255K | Sell |
4,177
-8,595
| -67% | -$525K | ﹤0.01% | 3500 |
|
|
2019
Q1 | $1.04M | Sell |
12,772
-5,887
| -32% | -$478K | ﹤0.01% | 2982 |
|
|
2018
Q4 | $1.12M | Sell |
18,659
-1,706
| -8% | -$102K | ﹤0.01% | 2893 |
|
|
2018
Q3 | $1.14M | Buy |
20,365
+2,129
| +12% | +$119K | ﹤0.01% | 3062 |
|
|
2018
Q2 | $1.11M | Buy |
18,236
+1,789
| +11% | +$109K | ﹤0.01% | 3082 |
|
|
2018
Q1 | $921K | Buy |
16,447
+11,841
| +257% | +$663K | ﹤0.01% | 3061 |
|
|
2017
Q4 | $323K | Sell |
4,606
-25
| -0.5% | -$1.75K | ﹤0.01% | 3425 |
|
|
2017
Q3 | $271K | Buy |
4,631
+258
| +6% | +$15.1K | ﹤0.01% | 3479 |
|
|
2017
Q2 | $234K | Buy |
+4,373
| New | +$234K | ﹤0.01% | 3553 |
|