Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Buy |
3,219
+273
| +9% | +$85.7K | ﹤0.01% | 838 |
|
2025
Q1 | $585K | Sell |
2,946
-514
| -15% | -$102K | ﹤0.01% | 1005 |
|
2024
Q4 | $624K | Buy |
3,460
+112
| +3% | +$20.2K | ﹤0.01% | 1077 |
|
2024
Q3 | $572K | Buy |
3,348
+5
| +0.1% | +$854 | ﹤0.01% | 1118 |
|
2024
Q2 | $642K | Sell |
3,343
-540
| -14% | -$104K | ﹤0.01% | 1020 |
|
2024
Q1 | $748K | Buy |
3,883
+360
| +10% | +$69.3K | ﹤0.01% | 984 |
|
2023
Q4 | $781K | Buy |
3,523
+444
| +14% | +$98.4K | ﹤0.01% | 962 |
|
2023
Q3 | $479K | Buy |
3,079
+79
| +3% | +$12.3K | ﹤0.01% | 1102 |
|
2023
Q2 | $439K | Sell |
3,000
-247
| -8% | -$36.1K | ﹤0.01% | 1175 |
|
2023
Q1 | $379K | Buy |
3,247
+555
| +21% | +$64.8K | ﹤0.01% | 1213 |
|
2022
Q4 | $301K | Sell |
2,692
-157
| -6% | -$17.6K | ﹤0.01% | 1301 |
|
2022
Q3 | $468K | Sell |
2,849
-241
| -8% | -$39.6K | ﹤0.01% | 1117 |
|
2022
Q2 | $455K | Buy |
3,090
+830
| +37% | +$122K | ﹤0.01% | 1047 |
|
2022
Q1 | $544K | Buy |
2,260
+230
| +11% | +$55.4K | ﹤0.01% | 951 |
|
2021
Q4 | $653K | Buy |
2,030
+43
| +2% | +$13.8K | ﹤0.01% | 912 |
|
2021
Q3 | $522K | Buy |
1,987
+1
| +0.1% | +$263 | ﹤0.01% | 989 |
|
2021
Q2 | $428K | Buy |
1,986
+64
| +3% | +$13.8K | ﹤0.01% | 1105 |
|
2021
Q1 | $330K | Sell |
1,922
-217
| -10% | -$37.3K | ﹤0.01% | 1198 |
|
2020
Q4 | $428K | Buy |
2,139
+404
| +23% | +$80.8K | ﹤0.01% | 1141 |
|
2020
Q3 | $245K | Buy |
+1,735
| New | +$245K | ﹤0.01% | 1334 |
|