Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.89M | Sell |
21,572
-18,287
| -46% | -$1.61M | 0.26% | 74 |
|
|
2024
Q4 | $3.6M | Sell |
39,859
-192
| -0.5% | -$17.3K | 0.44% | 50 |
|
|
2024
Q3 | $3.23M | Sell |
40,051
-1,474
| -4% | -$119K | 0.39% | 48 |
|
|
2024
Q2 | $2.8M | Buy |
41,525
+3,132
| +8% | +$211K | 0.31% | 55 |
|
|
2024
Q1 | $2.3M | Buy |
38,393
+2,954
| +8% | +$177K | 0.27% | 61 |
|
|
2023
Q4 | $2.01M | Sell |
35,439
-1,278
| -3% | -$72.3K | 0.26% | 62 |
|
|
2023
Q3 | $1.96M | Buy |
36,717
+1,473
| +4% | +$78.5K | 0.28% | 51 |
|
|
2023
Q2 | $1.85M | Sell |
35,244
-1,053
| -3% | -$55.2K | 0.27% | 48 |
|
|
2023
Q1 | $1.83M | Sell |
36,297
-1,569
| -4% | -$79.2K | 0.28% | 46 |
|
|
2022
Q4 | $1.82M | Sell |
37,866
-1,392
| -4% | -$66.8K | 0.28% | 47 |
|
|
2022
Q3 | $1.69M | Buy |
39,258
+963
| +3% | +$41.5K | 0.29% | 45 |
|
|
2022
Q2 | $1.65M | Sell |
38,295
-1,914
| -5% | -$82.4K | 0.26% | 51 |
|
|
2022
Q1 | $2.03M | Buy |
40,209
+2,739
| +7% | +$138K | 0.33% | 46 |
|
|
2021
Q4 | $1.69M | Buy |
37,470
+8,196
| +28% | +$369K | 0.26% | 53 |
|
|
2021
Q3 | $1.36M | Buy |
29,274
+1,023
| +4% | +$47.5K | 0.21% | 67 |
|
|
2021
Q2 | $1.33M | Buy |
28,251
+1,212
| +4% | +$57.2K | 0.22% | 66 |
|
|
2021
Q1 | $1.26M | Buy |
27,039
+3,924
| +17% | +$183K | 0.22% | 62 |
|
|
2020
Q4 | $1.11M | Buy |
23,115
+6,693
| +41% | +$322K | 0.2% | 60 |
|
|
2020
Q3 | $783K | Buy |
16,422
+3,210
| +24% | +$153K | 0.18% | 60 |
|
|
2020
Q2 | $527K | Buy |
13,212
+7,521
| +132% | +$300K | 0.16% | 70 |
|
|
2020
Q1 | $217K | Buy |
+5,691
| New | +$217K | 0.09% | 89 |
|