Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
2,247
-1,298
| -37% | -$123K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $313K | Sell |
3,545
-55
| -2% | -$4.86K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $341K | Buy |
3,600
+418
| +13% | +$39.6K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $347K | Sell |
3,182
-51
| -2% | -$5.56K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $369K | Sell |
3,233
-646
| -17% | -$73.7K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $562K | Sell |
3,879
-220
| -5% | -$31.9K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $579K | Buy |
4,099
+278
| +7% | +$39.2K | ﹤0.01% | 1075 |
|
|
2023
Q3 | $513K | Sell |
3,821
-814
| -18% | -$109K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $665K | Sell |
4,635
-108
| -2% | -$15.5K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $662K | Buy |
4,743
+28
| +0.6% | +$3.91K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $585K | Buy |
4,715
+244
| +5% | +$30.3K | ﹤0.01% | 1049 |
|
|
2022
Q3 | $535K | Sell |
4,471
-38
| -0.8% | -$4.55K | ﹤0.01% | 1061 |
|
|
2022
Q2 | $309K | Buy |
4,509
+2,241
| +99% | +$154K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $323K | Buy |
2,268
+475
| +26% | +$67.6K | ﹤0.01% | 1165 |
|
|
2021
Q4 | $329K | Sell |
1,793
-109
| -6% | -$20K | ﹤0.01% | 1208 |
|
|
2021
Q3 | $297K | Buy |
1,902
+5
| +0.3% | +$781 | ﹤0.01% | 1235 |
|
|
2021
Q2 | $332K | Buy |
1,897
+33
| +2% | +$5.78K | ﹤0.01% | 1219 |
|
|
2021
Q1 | $338K | Sell |
1,864
-334
| -15% | -$60.6K | ﹤0.01% | 1186 |
|
|
2020
Q4 | $349K | Sell |
2,198
-92
| -4% | -$14.6K | ﹤0.01% | 1255 |
|
|
2020
Q3 | $250K | Sell |
2,290
-431
| -16% | -$47.1K | ﹤0.01% | 1321 |
|
|
2020
Q2 | $297K | Sell |
2,721
-958
| -26% | -$105K | ﹤0.01% | 1190 |
|
|
2020
Q1 | $299K | Sell |
3,679
-1,115
| -23% | -$90.6K | ﹤0.01% | 1128 |
|
|
2019
Q4 | $658K | Sell |
4,794
-481
| -9% | -$66K | ﹤0.01% | 755 |
|
|
2019
Q3 | $622K | Sell |
5,275
-548
| -9% | -$64.6K | ﹤0.01% | 888 |
|
|
2019
Q2 | $813K | Sell |
5,823
-1,897
| -25% | -$265K | ﹤0.01% | 803 |
|
|
2019
Q1 | $1.05M | Buy |
7,720
+1,099
| +17% | +$149K | 0.01% | 705 |
|
|
2018
Q4 | $813K | Sell |
6,621
-7,154
| -52% | -$878K | ﹤0.01% | 739 |
|
|
2018
Q3 | $2M | Sell |
13,775
-11,032
| -44% | -$1.6M | 0.01% | 541 |
|
|
2018
Q2 | $4.61M | Buy |
24,807
+43
| +0.2% | +$7.99K | 0.02% | 360 |
|
|
2018
Q1 | $4.61M | Buy |
24,764
+2,001
| +9% | +$372K | 0.02% | 359 |
|
|
2017
Q4 | $4.02M | Sell |
22,763
-665
| -3% | -$117K | 0.02% | 383 |
|
|
2017
Q3 | $4.06M | Buy |
23,428
+2,346
| +11% | +$406K | 0.02% | 384 |
|
|
2017
Q2 | $3M | Sell |
21,082
-1,030
| -5% | -$146K | 0.02% | 443 |
|
|
2017
Q1 | $3.13M | Sell |
22,112
-1,043
| -5% | -$148K | 0.02% | 421 |
|
|
2016
Q4 | $3.06M | Sell |
23,155
-4,409
| -16% | -$583K | 0.02% | 434 |
|
|
2016
Q3 | $3.34M | Buy |
27,564
+3,354
| +14% | +$407K | 0.02% | 400 |
|
|
2016
Q2 | $2.46M | Sell |
24,210
-931
| -4% | -$94.8K | 0.02% | 478 |
|
|
2016
Q1 | $2.8M | Buy |
25,141
+613
| +2% | +$68.1K | 0.02% | 451 |
|
|
2015
Q4 | $3.01M | Buy |
24,528
+18,513
| +308% | +$2.27M | 0.02% | 437 |
|
|
2015
Q3 | $654K | Buy |
6,015
+561
| +10% | +$61K | ﹤0.01% | 971 |
|
|
2015
Q2 | $613K | Buy |
5,454
+409
| +8% | +$46K | ﹤0.01% | 1107 |
|
|
2015
Q1 | $559K | Sell |
5,045
-134
| -3% | -$14.8K | ﹤0.01% | 1134 |
|
|
2014
Q4 | $508K | Buy |
5,179
+954
| +23% | +$93.6K | ﹤0.01% | 1199 |
|
|
2014
Q3 | $366K | Buy |
4,225
+3,477
| +465% | +$301K | ﹤0.01% | 1423 |
|
|
2014
Q2 | $67K | Buy |
748
+42
| +6% | +$3.76K | ﹤0.01% | 664 |
|
|
2014
Q1 | $59K | Buy |
706
+96
| +16% | +$8.02K | ﹤0.01% | 678 |
|
|
2013
Q4 | $49K | Buy |
+610
| New | +$49K | ﹤0.01% | 679 |
|