Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
7,222
+570
| +9% | +$44.4K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $491K | Sell |
6,652
-5,358
| -45% | -$395K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $980K | Buy |
12,010
+425
| +4% | +$34.7K | ﹤0.01% | 907 |
|
|
2024
Q3 | $808K | Buy |
11,585
+96
| +0.8% | +$6.69K | ﹤0.01% | 975 |
|
|
2024
Q2 | $680K | Sell |
11,489
-269
| -2% | -$15.9K | ﹤0.01% | 997 |
|
|
2024
Q1 | $768K | Buy |
11,758
+133
| +1% | +$8.69K | ﹤0.01% | 968 |
|
|
2023
Q4 | $835K | Sell |
11,625
-2,322
| -17% | -$167K | ﹤0.01% | 938 |
|
|
2023
Q3 | $975K | Buy |
13,947
+351
| +3% | +$24.5K | ﹤0.01% | 848 |
|
|
2023
Q2 | $923K | Sell |
13,596
-243
| -2% | -$16.5K | ﹤0.01% | 901 |
|
|
2023
Q1 | $1.02M | Buy |
13,839
+2,006
| +17% | +$148K | ﹤0.01% | 858 |
|
|
2022
Q4 | $802K | Sell |
11,833
-1,530
| -11% | -$104K | ﹤0.01% | 934 |
|
|
2022
Q3 | $983K | Sell |
13,363
-988
| -7% | -$72.7K | ﹤0.01% | 840 |
|
|
2022
Q2 | $1.54M | Sell |
14,351
-1,250
| -8% | -$134K | 0.01% | 641 |
|
|
2022
Q1 | $1.83M | Buy |
15,601
+463
| +3% | +$54.3K | 0.01% | 587 |
|
|
2021
Q4 | $2.78M | Sell |
15,138
-1,112
| -7% | -$204K | 0.01% | 491 |
|
|
2021
Q3 | $4.25M | Buy |
16,250
+119
| +0.7% | +$31.1K | 0.02% | 414 |
|
|
2021
Q2 | $6.24M | Buy |
16,131
+3,037
| +23% | +$1.18M | 0.03% | 336 |
|
|
2021
Q1 | $4.21M | Buy |
13,094
+4,600
| +54% | +$1.48M | 0.02% | 412 |
|
|
2020
Q4 | $2.87M | Sell |
8,494
-151
| -2% | -$50.9K | 0.01% | 484 |
|
|
2020
Q3 | $4.06M | Buy |
8,645
+1,045
| +14% | +$491K | 0.02% | 379 |
|
|
2020
Q2 | $1.93M | Buy |
7,600
+4,205
| +124% | +$1.07M | 0.01% | 528 |
|
|
2020
Q1 | $496K | Buy |
3,395
+395
| +13% | +$57.7K | ﹤0.01% | 911 |
|
|
2019
Q4 | $204K | Hold |
3,000
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q3 | $229K | Sell |
3,000
-14
| -0.5% | -$1.07K | ﹤0.01% | 1354 |
|
|
2019
Q2 | $268K | Buy |
+3,014
| New | +$268K | ﹤0.01% | 1286 |
|