Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
22,635
-40,245
| -64% | -$417K | ﹤0.01% | 1383 |
|
|
2025
Q1 | $581K | Buy |
62,880
+12,193
| +24% | +$113K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $456K | Buy |
50,687
+6,257
| +14% | +$56.3K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $393K | Buy |
+44,430
| New | +$393K | ﹤0.01% | 1249 |
|
|
2022
Q3 | – | Sell |
-18,630
| Closed | -$197K | – | 1567 |
|
|
2022
Q2 | $197K | Buy |
18,630
+896
| +5% | +$9.48K | ﹤0.01% | 1380 |
|
|
2022
Q1 | $254K | Buy |
17,734
+1,127
| +7% | +$16.1K | ﹤0.01% | 1281 |
|
|
2021
Q4 | $354K | Sell |
16,607
-2,030
| -11% | -$43.3K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $329K | Buy |
18,637
+4,305
| +30% | +$76K | ﹤0.01% | 1190 |
|
|
2021
Q2 | $246K | Buy |
14,332
+1,826
| +15% | +$31.3K | ﹤0.01% | 1359 |
|
|
2021
Q1 | $219K | Buy |
+12,506
| New | +$219K | ﹤0.01% | 1381 |
|
|
2020
Q2 | – | Sell |
-11,525
| Closed | -$68K | – | 1541 |
|
|
2020
Q1 | $68K | Buy |
11,525
+476
| +4% | +$2.81K | ﹤0.01% | 1451 |
|
|
2019
Q4 | $172K | Sell |
11,049
-1,919
| -15% | -$29.9K | ﹤0.01% | 1282 |
|
|
2019
Q3 | $187K | Buy |
12,968
+215
| +2% | +$3.1K | ﹤0.01% | 1443 |
|
|
2019
Q2 | $195K | Sell |
12,753
-4,973
| -28% | -$76K | ﹤0.01% | 1433 |
|
|
2019
Q1 | $322K | Sell |
17,726
-3,390
| -16% | -$61.6K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $431K | Buy |
21,116
+1,948
| +10% | +$39.8K | ﹤0.01% | 965 |
|
|
2018
Q3 | $449K | Sell |
19,168
-26
| -0.1% | -$609 | ﹤0.01% | 1043 |
|
|
2018
Q2 | $447K | Sell |
19,194
-273
| -1% | -$6.36K | ﹤0.01% | 1059 |
|
|
2018
Q1 | $517K | Buy |
19,467
+3,650
| +23% | +$96.9K | ﹤0.01% | 984 |
|
|
2017
Q4 | $511K | Sell |
15,817
-5,018
| -24% | -$162K | ﹤0.01% | 993 |
|
|
2017
Q3 | $694K | Sell |
20,835
-106
| -0.5% | -$3.53K | ﹤0.01% | 864 |
|
|
2017
Q2 | $733K | Sell |
20,941
-1,514
| -7% | -$53K | ﹤0.01% | 848 |
|
|
2017
Q1 | $809K | Sell |
22,455
-2,033
| -8% | -$73.2K | ﹤0.01% | 829 |
|
|
2016
Q4 | $756K | Buy |
24,488
+11
| +0% | +$340 | ﹤0.01% | 884 |
|
|
2016
Q3 | $790K | Sell |
24,477
-10,850
| -31% | -$350K | 0.01% | 868 |
|
|
2016
Q2 | $907K | Buy |
35,327
+329
| +0.9% | +$8.45K | 0.01% | 807 |
|
|
2016
Q1 | $1.15M | Buy |
34,998
+8,329
| +31% | +$275K | 0.01% | 733 |
|
|
2015
Q4 | $870K | Buy |
26,669
+2,928
| +12% | +$95.5K | 0.01% | 858 |
|
|
2015
Q3 | $696K | Sell |
23,741
-5
| -0% | -$147 | ﹤0.01% | 938 |
|
|
2015
Q2 | $716K | Sell |
23,746
-4,197
| -15% | -$127K | ﹤0.01% | 1027 |
|
|
2015
Q1 | $756K | Sell |
27,943
-3,595
| -11% | -$97.3K | ﹤0.01% | 989 |
|
|
2014
Q4 | $901K | Sell |
31,538
-45,262
| -59% | -$1.29M | 0.01% | 912 |
|
|
2014
Q3 | $1.74M | Buy |
+76,800
| New | +$1.74M | 0.01% | 660 |
|