Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
66,591
+2,930
| +5% | +$15.2K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $336K | Buy |
63,661
+1,967
| +3% | +$10.4K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $273K | Sell |
61,694
-5,581
| -8% | -$24.7K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $294K | Buy |
67,275
+6,463
| +11% | +$28.2K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $230K | Buy |
60,812
+18,224
| +43% | +$69K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $151K | Buy |
42,588
+15,215
| +56% | +$53.8K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $93.7K | Sell |
27,373
-8,362
| -23% | -$28.6K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $133K | Buy |
35,735
+9,191
| +35% | +$34.3K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $110K | Sell |
26,544
-1,215
| -4% | -$5.06K | ﹤0.01% | 1531 |
|
|
2023
Q1 | $136K | Sell |
27,759
-136
| -0.5% | -$668 | ﹤0.01% | 1531 |
|
|
2022
Q4 | $129K | Sell |
27,895
-930
| -3% | -$4.3K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $124K | Buy |
28,825
+2,819
| +11% | +$12.1K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $82K | Buy |
+26,006
| New | +$82K | ﹤0.01% | 1479 |
|
|
2022
Q1 | – | Sell |
-12,678
| Closed | -$78K | – | 1523 |
|
|
2021
Q4 | $78K | Buy |
+12,678
| New | +$78K | ﹤0.01% | 1503 |
|
|
2020
Q4 | – | Sell |
-10,517
| Closed | -$42K | – | 1641 |
|
|
2020
Q3 | $42K | Sell |
10,517
-737
| -7% | -$2.94K | ﹤0.01% | 1520 |
|
|
2020
Q2 | $49K | Sell |
11,254
-6,680
| -37% | -$29.1K | ﹤0.01% | 1484 |
|
|
2020
Q1 | $56K | Sell |
17,934
-6,419
| -26% | -$20K | ﹤0.01% | 1463 |
|
|
2019
Q4 | $90K | Sell |
24,353
-168,910
| -87% | -$624K | ﹤0.01% | 1319 |
|
|
2019
Q3 | $977K | Buy |
193,263
+2,239
| +1% | +$11.3K | ﹤0.01% | 722 |
|
|
2019
Q2 | $957K | Sell |
191,024
-28,812
| -13% | -$144K | 0.01% | 742 |
|
|
2019
Q1 | $1.26M | Buy |
219,836
+7,989
| +4% | +$45.7K | 0.01% | 652 |
|
|
2018
Q4 | $1.23M | Sell |
211,847
-2,467
| -1% | -$14.4K | 0.01% | 617 |
|
|
2018
Q3 | $1.2M | Sell |
214,314
-9,656
| -4% | -$53.9K | 0.01% | 710 |
|
|
2018
Q2 | $1.29M | Buy |
223,970
+8,953
| +4% | +$51.5K | 0.01% | 681 |
|
|
2018
Q1 | $1.18M | Sell |
215,017
-4,792
| -2% | -$26.2K | 0.01% | 706 |
|
|
2017
Q4 | $1.02M | Sell |
219,809
-147,151
| -40% | -$686K | 0.01% | 756 |
|
|
2017
Q3 | $2.19M | Buy |
366,960
+162,229
| +79% | +$970K | 0.01% | 520 |
|
|
2017
Q2 | $1.26M | Buy |
204,731
+34,716
| +20% | +$214K | 0.01% | 674 |
|
|
2017
Q1 | $921K | Buy |
170,015
+152,582
| +875% | +$827K | 0.01% | 777 |
|
|
2016
Q4 | $84K | Buy |
17,433
+1,046
| +6% | +$5.04K | ﹤0.01% | 1547 |
|
|
2016
Q3 | $95K | Sell |
16,387
-53
| -0.3% | -$307 | ﹤0.01% | 1559 |
|
|
2016
Q2 | $93K | Buy |
16,440
+4,451
| +37% | +$25.2K | ﹤0.01% | 1528 |
|
|
2016
Q1 | $71K | Buy |
+11,989
| New | +$71K | ﹤0.01% | 1577 |
|
|
2015
Q3 | – | Sell |
-13,489
| Closed | -$93K | – | 1854 |
|
|
2015
Q2 | $93K | Sell |
13,489
-8,278
| -38% | -$57.1K | ﹤0.01% | 1877 |
|
|
2015
Q1 | $165K | Sell |
21,767
-4,748
| -18% | -$36K | ﹤0.01% | 1787 |
|
|
2014
Q4 | $209K | Sell |
26,515
-2,314
| -8% | -$18.2K | ﹤0.01% | 1733 |
|
|
2014
Q3 | $244K | Buy |
28,829
+24,134
| +514% | +$204K | ﹤0.01% | 1723 |
|
|
2014
Q2 | $35K | Hold |
4,695
| – | – | ﹤0.01% | 774 |
|
|
2014
Q1 | $34K | Sell |
4,695
-200
| -4% | -$1.45K | ﹤0.01% | 773 |
|
|
2013
Q4 | $40K | Sell |
4,895
-1,060
| -18% | -$8.66K | ﹤0.01% | 712 |
|
|
2013
Q3 | $39K | Hold |
5,955
| – | – | ﹤0.01% | 653 |
|
|
2013
Q2 | $22K | Buy |
+5,955
| New | +$22K | ﹤0.01% | 717 |
|