Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
30,886
-650
| -2% | -$21.2K | ﹤0.01% | 1780 |
|
|
2025
Q1 | $1.3M | Buy |
31,536
+3,602
| +13% | +$148K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $968K | Buy |
27,934
+6,005
| +27% | +$208K | ﹤0.01% | 1671 |
|
|
2024
Q3 | $877K | Sell |
21,929
-905
| -4% | -$36.2K | ﹤0.01% | 1715 |
|
|
2024
Q2 | $590K | Buy |
22,834
+1,388
| +6% | +$35.9K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $587K | Buy |
21,446
+6,132
| +40% | +$168K | ﹤0.01% | 1904 |
|
|
2023
Q4 | $442K | Sell |
15,314
-651
| -4% | -$18.8K | ﹤0.01% | 2028 |
|
|
2023
Q3 | $465K | Buy |
15,965
+925
| +6% | +$26.9K | ﹤0.01% | 1827 |
|
|
2023
Q2 | $513K | Buy |
15,040
+197
| +1% | +$6.72K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $651K | Buy |
14,843
+1,102
| +8% | +$48.3K | ﹤0.01% | 1533 |
|
|
2022
Q4 | $771K | Sell |
13,741
-904
| -6% | -$50.7K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $737K | Buy |
14,645
+2,061
| +16% | +$104K | ﹤0.01% | 1207 |
|
|
2022
Q2 | $808K | Buy |
12,584
+538
| +4% | +$34.5K | ﹤0.01% | 978 |
|
|
2022
Q1 | $697K | Buy |
12,046
+1,583
| +15% | +$91.6K | ﹤0.01% | 1034 |
|
|
2021
Q4 | $733K | Sell |
10,463
-2,655
| -20% | -$186K | ﹤0.01% | 913 |
|
|
2021
Q3 | $948K | Buy |
13,118
+524
| +4% | +$37.9K | ﹤0.01% | 715 |
|
|
2021
Q2 | $1.01M | Buy |
12,594
+604
| +5% | +$48.2K | 0.01% | 665 |
|
|
2021
Q1 | $1.01M | Buy |
+11,990
| New | +$1.01M | 0.01% | 610 |
|
|
2019
Q2 | – | Sell |
-13,305
| Closed | -$401K | – | 1128 |
|
|
2019
Q1 | $401K | Sell |
13,305
-4,102
| -24% | -$124K | 0.01% | 720 |
|
|
2018
Q4 | $364K | Buy |
+17,407
| New | +$364K | 0.01% | 637 |
|