Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Buy |
11,610
+901
| +8% | +$6.53K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $71K | Buy |
10,709
+52
| +0.5% | +$345 | ﹤0.01% | 1488 |
|
|
2024
Q4 | $62.8K | Buy |
10,657
+17
| +0.2% | +$100 | ﹤0.01% | 1588 |
|
|
2024
Q3 | $68K | Sell |
10,640
-2,811
| -21% | -$18K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $82.5K | Buy |
13,451
+403
| +3% | +$2.47K | ﹤0.01% | 1533 |
|
|
2024
Q1 | $78.7K | Buy |
13,048
+2,633
| +25% | +$15.9K | ﹤0.01% | 1552 |
|
|
2023
Q4 | $60.2K | Buy |
+10,415
| New | +$60.2K | ﹤0.01% | 1567 |
|
|
2020
Q1 | – | Sell |
-10,932
| Closed | -$46K | – | 1506 |
|
|
2019
Q4 | $46K | Sell |
10,932
-3,334
| -23% | -$14K | ﹤0.01% | 1334 |
|
|
2019
Q3 | $54K | Sell |
14,266
-6,751
| -32% | -$25.6K | ﹤0.01% | 1521 |
|
|
2019
Q2 | $92K | Sell |
21,017
-3,129
| -13% | -$13.7K | ﹤0.01% | 1502 |
|
|
2019
Q1 | $99K | Sell |
24,146
-4,035
| -14% | -$16.5K | ﹤0.01% | 1484 |
|
|
2018
Q4 | $112K | Sell |
28,181
-6,438
| -19% | -$25.6K | ﹤0.01% | 1345 |
|
|
2018
Q3 | $191K | Sell |
34,619
-272,328
| -89% | -$1.5M | ﹤0.01% | 1437 |
|
|
2018
Q2 | $1.52M | Buy |
306,947
+13,867
| +5% | +$68.4K | 0.01% | 632 |
|
|
2018
Q1 | $1.61M | Buy |
293,080
+46,965
| +19% | +$258K | 0.01% | 602 |
|
|
2017
Q4 | $1.26M | Sell |
246,115
-430,722
| -64% | -$2.21M | 0.01% | 685 |
|
|
2017
Q3 | $3.19M | Buy |
676,837
+146,409
| +28% | +$689K | 0.02% | 434 |
|
|
2017
Q2 | $2.15M | Buy |
530,428
+6,056
| +1% | +$24.5K | 0.01% | 512 |
|
|
2017
Q1 | $2.07M | Sell |
524,372
-36,897
| -7% | -$146K | 0.01% | 522 |
|
|
2016
Q4 | $2.39M | Buy |
561,269
+118,968
| +27% | +$506K | 0.01% | 486 |
|
|
2016
Q3 | $1.31M | Buy |
442,301
+66,157
| +18% | +$196K | 0.01% | 677 |
|
|
2016
Q2 | $1.12M | Buy |
376,144
+59,469
| +19% | +$177K | 0.01% | 735 |
|
|
2016
Q1 | $1.25M | Buy |
316,675
+58,243
| +23% | +$230K | 0.01% | 698 |
|
|
2015
Q4 | $1.05M | Buy |
258,432
+62,632
| +32% | +$255K | 0.01% | 770 |
|
|
2015
Q3 | $809K | Sell |
195,800
-20,319
| -9% | -$84K | 0.01% | 889 |
|
|
2015
Q2 | $1.13M | Buy |
216,119
+174,702
| +422% | +$909K | 0.01% | 837 |
|
|
2015
Q1 | $227K | Buy |
41,417
+5,966
| +17% | +$32.7K | ﹤0.01% | 1661 |
|
|
2014
Q4 | $184K | Buy |
35,451
+12,877
| +57% | +$66.8K | ﹤0.01% | 1782 |
|
|
2014
Q3 | $128K | Buy |
22,574
+19,033
| +538% | +$108K | ﹤0.01% | 1973 |
|
|
2014
Q2 | $21K | Hold |
3,541
| – | – | ﹤0.01% | 847 |
|
|
2014
Q1 | $22K | Hold |
3,541
| – | – | ﹤0.01% | 840 |
|
|
2013
Q4 | $23K | Hold |
3,541
| – | – | ﹤0.01% | 801 |
|
|
2013
Q3 | $18K | Hold |
3,541
| – | – | ﹤0.01% | 764 |
|
|
2013
Q2 | $16K | Buy |
+3,541
| New | +$16K | ﹤0.01% | 765 |
|