Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $48.4K | Sell |
12,351
-25
| -0.2% | -$98 | 0.01% | 268 |
|
|
2024
Q4 | $65.7K | Buy |
12,376
+4
| +0% | +$21 | 0.01% | 243 |
|
|
2024
Q3 | $87.8K | Buy |
12,372
+21
| +0.2% | +$149 | 0.01% | 246 |
|
|
2024
Q2 | $13.7K | Hold |
12,351
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $18K | Buy |
12,351
+25
| +0.2% | +$36 | ﹤0.01% | 238 |
|
|
2023
Q4 | $16.6K | Sell |
12,326
-675
| -5% | -$911 | ﹤0.01% | 213 |
|
|
2023
Q3 | $18.5K | Sell |
13,001
-3,000
| -19% | -$4.26K | ﹤0.01% | 187 |
|
|
2023
Q2 | $36.2K | Sell |
16,001
-1,098
| -6% | -$2.48K | 0.01% | 177 |
|
|
2023
Q1 | $37.8K | Sell |
17,099
-7,722
| -31% | -$17.1K | 0.01% | 159 |
|
|
2022
Q4 | $130K | Sell |
24,821
-2,745
| -10% | -$14.4K | 0.02% | 160 |
|
|
2022
Q3 | $179K | Buy |
27,566
+1,591
| +6% | +$10.3K | 0.03% | 161 |
|
|
2022
Q2 | $283K | Sell |
25,975
-9,952
| -28% | -$108K | 0.04% | 151 |
|
|
2022
Q1 | $401K | Sell |
35,927
-640
| -2% | -$7.14K | 0.07% | 135 |
|
|
2021
Q4 | $352K | Sell |
36,567
-28,964
| -44% | -$279K | 0.06% | 140 |
|
|
2021
Q3 | $812K | Buy |
65,531
+2,718
| +4% | +$33.7K | 0.13% | 83 |
|
|
2021
Q2 | $800K | Buy |
62,813
+3,318
| +6% | +$42.3K | 0.13% | 81 |
|
|
2021
Q1 | $763K | Buy |
59,495
+9,204
| +18% | +$118K | 0.13% | 85 |
|
|
2020
Q4 | $490K | Buy |
50,291
+5,295
| +12% | +$51.6K | 0.09% | 105 |
|
|
2020
Q3 | $448K | Buy |
44,996
+1,704
| +4% | +$17K | 0.1% | 84 |
|
|
2020
Q2 | $427K | Buy |
43,292
+8,432
| +24% | +$83.2K | 0.13% | 79 |
|
|
2020
Q1 | $306K | Buy |
34,860
+18,787
| +117% | +$165K | 0.13% | 69 |
|
|
2019
Q4 | $212K | Buy |
16,073
+114
| +0.7% | +$1.5K | 0.08% | 84 |
|
|
2019
Q3 | $194K | Sell |
15,959
-810
| -5% | -$9.85K | 0.09% | 79 |
|
|
2019
Q2 | $196K | Sell |
16,769
-3,211
| -16% | -$37.5K | 0.1% | 63 |
|
|
2019
Q1 | $247K | Buy |
+19,980
| New | +$247K | 0.12% | 53 |
|