Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Buy |
10,373
+118
| +1% | +$12.3K | 0.15% | 117 |
|
|
2024
Q4 | $1.39M | Sell |
10,255
-1,505
| -13% | -$203K | 0.17% | 87 |
|
|
2024
Q3 | $1.83M | Buy |
11,760
+276
| +2% | +$43K | 0.22% | 75 |
|
|
2024
Q2 | $1.67M | Sell |
11,484
-102
| -0.9% | -$14.9K | 0.18% | 75 |
|
|
2024
Q1 | $2.06M | Buy |
11,586
+2,908
| +34% | +$517K | 0.24% | 66 |
|
|
2023
Q4 | $1.25M | Sell |
8,678
-278
| -3% | -$40.2K | 0.16% | 81 |
|
|
2023
Q3 | $990K | Buy |
8,956
+975
| +12% | +$108K | 0.14% | 91 |
|
|
2023
Q2 | $1.05M | Buy |
7,981
+39
| +0.5% | +$5.14K | 0.15% | 80 |
|
|
2023
Q1 | $1.26M | Sell |
7,942
-1,264
| -14% | -$200K | 0.19% | 67 |
|
|
2022
Q4 | $1.58M | Sell |
9,206
-2,116
| -19% | -$364K | 0.25% | 55 |
|
|
2022
Q3 | $1.73M | Buy |
11,322
+321
| +3% | +$49.1K | 0.3% | 43 |
|
|
2022
Q2 | $1.87M | Buy |
11,001
+77
| +0.7% | +$13.1K | 0.29% | 45 |
|
|
2022
Q1 | $2.45M | Buy |
10,924
+248
| +2% | +$55.6K | 0.4% | 40 |
|
|
2021
Q4 | $2.03M | Buy |
10,676
+306
| +3% | +$58.1K | 0.32% | 45 |
|
|
2021
Q3 | $2.37M | Buy |
10,370
+1,473
| +17% | +$337K | 0.37% | 48 |
|
|
2021
Q2 | $2.23M | Buy |
8,897
+710
| +9% | +$178K | 0.37% | 44 |
|
|
2021
Q1 | $1.7M | Buy |
8,187
+787
| +11% | +$163K | 0.29% | 50 |
|
|
2020
Q4 | $1.31M | Buy |
7,400
+1,445
| +24% | +$255K | 0.24% | 53 |
|
|
2020
Q3 | $944K | Buy |
5,955
+430
| +8% | +$68.2K | 0.22% | 55 |
|
|
2020
Q2 | $657K | Buy |
5,525
+3,306
| +149% | +$393K | 0.2% | 60 |
|
|
2020
Q1 | $211K | Buy |
+2,219
| New | +$211K | 0.09% | 94 |
|