Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
33,335
| – | – | ﹤0.01% | 1050 |
|
|
2025
Q1 | $478K | Sell |
33,335
-2,933
| -8% | -$42.1K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $492K | Buy |
36,268
+325
| +0.9% | +$4.41K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $603K | Sell |
35,943
-1,781
| -5% | -$29.9K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $571K | Buy |
37,724
+923
| +3% | +$14K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $589K | Buy |
36,801
+7,069
| +24% | +$113K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $529K | Buy |
29,732
+3,860
| +15% | +$68.7K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $423K | Sell |
25,872
-1,808
| -7% | -$29.5K | ﹤0.01% | 1152 |
|
|
2023
Q2 | $539K | Sell |
27,680
-2,166
| -7% | -$42.2K | ﹤0.01% | 1091 |
|
|
2023
Q1 | $593K | Sell |
29,846
-1,427
| -5% | -$28.3K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $604K | Sell |
31,273
-2,433
| -7% | -$47K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $670K | Sell |
33,706
-1,028
| -3% | -$20.4K | ﹤0.01% | 969 |
|
|
2022
Q2 | $774K | Sell |
34,734
-494
| -1% | -$11K | ﹤0.01% | 856 |
|
|
2022
Q1 | $921K | Sell |
35,228
-135
| -0.4% | -$3.53K | ﹤0.01% | 777 |
|
|
2021
Q4 | $834K | Sell |
35,363
-516
| -1% | -$12.2K | ﹤0.01% | 831 |
|
|
2021
Q3 | $788K | Sell |
35,879
-10,129
| -22% | -$222K | ﹤0.01% | 829 |
|
|
2021
Q2 | $1.03M | Sell |
46,008
-22
| -0% | -$493 | ﹤0.01% | 746 |
|
|
2021
Q1 | $917K | Sell |
46,030
-3,071
| -6% | -$61.2K | ﹤0.01% | 776 |
|
|
2020
Q4 | $973K | Buy |
49,101
+1,428
| +3% | +$28.3K | ﹤0.01% | 788 |
|
|
2020
Q3 | $839K | Sell |
47,673
-2,281
| -5% | -$40.1K | ﹤0.01% | 769 |
|
|
2020
Q2 | $838K | Buy |
49,954
+348
| +0.7% | +$5.84K | ﹤0.01% | 739 |
|
|
2020
Q1 | $783K | Buy |
49,606
+4,290
| +9% | +$67.7K | ﹤0.01% | 758 |
|
|
2019
Q4 | $878K | Sell |
45,316
-716
| -2% | -$13.9K | ﹤0.01% | 653 |
|
|
2019
Q3 | $820K | Sell |
46,032
-7,148
| -13% | -$127K | ﹤0.01% | 789 |
|
|
2019
Q2 | $981K | Buy |
53,180
+1,616
| +3% | +$29.8K | 0.01% | 733 |
|
|
2019
Q1 | $955K | Sell |
51,564
-3,584
| -6% | -$66.4K | 0.01% | 737 |
|
|
2018
Q4 | $914K | Sell |
55,148
-2,244
| -4% | -$37.2K | 0.01% | 703 |
|
|
2018
Q3 | $1.06M | Buy |
57,392
+6,062
| +12% | +$112K | 0.01% | 749 |
|
|
2018
Q2 | $912K | Buy |
51,330
+1,050
| +2% | +$18.7K | ﹤0.01% | 794 |
|
|
2018
Q1 | $884K | Sell |
50,280
-36,260
| -42% | -$638K | ﹤0.01% | 805 |
|
|
2017
Q4 | $1.64M | Sell |
86,540
-6,250
| -7% | -$118K | 0.01% | 603 |
|
|
2017
Q3 | $1.67M | Buy |
92,790
+2,872
| +3% | +$51.6K | 0.01% | 591 |
|
|
2017
Q2 | $1.55M | Buy |
89,918
+2,978
| +3% | +$51.4K | 0.01% | 609 |
|
|
2017
Q1 | $1.41M | Buy |
86,940
+2,868
| +3% | +$46.5K | 0.01% | 632 |
|
|
2016
Q4 | $1.34M | Buy |
84,072
+19,052
| +29% | +$303K | 0.01% | 674 |
|
|
2016
Q3 | $1.07M | Buy |
65,020
+2,276
| +4% | +$37.6K | 0.01% | 751 |
|
|
2016
Q2 | $1.01M | Buy |
62,744
+32,452
| +107% | +$522K | 0.01% | 772 |
|
|
2016
Q1 | $493K | Buy |
30,292
+11,034
| +57% | +$180K | ﹤0.01% | 1051 |
|
|
2015
Q4 | $266K | Sell |
19,258
-316
| -2% | -$4.37K | ﹤0.01% | 1353 |
|
|
2015
Q3 | $309K | Buy |
+19,574
| New | +$309K | ﹤0.01% | 1304 |
|
|
2014
Q4 | – | Sell |
-12,830
| Closed | -$219K | – | 2091 |
|
|
2014
Q3 | $219K | Buy |
+12,830
| New | +$219K | ﹤0.01% | 1819 |
|