Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
119,652
-1,888
| -2% | -$6.48K | ﹤0.01% | 2489 |
|
|
2025
Q1 | $463K | Buy |
121,540
+15,381
| +14% | +$58.6K | ﹤0.01% | 2263 |
|
|
2024
Q4 | $463K | Sell |
106,159
-15,044
| -12% | -$65.6K | ﹤0.01% | 2259 |
|
|
2024
Q3 | $809K | Buy |
121,203
+31,441
| +35% | +$210K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $374K | Sell |
89,762
-534
| -0.6% | -$2.22K | ﹤0.01% | 2278 |
|
|
2024
Q1 | $406K | Buy |
90,296
+41,051
| +83% | +$185K | ﹤0.01% | 2199 |
|
|
2023
Q4 | $447K | Sell |
49,245
-33,502
| -40% | -$304K | ﹤0.01% | 2021 |
|
|
2023
Q3 | $748K | Buy |
82,747
+8,439
| +11% | +$76.3K | ﹤0.01% | 1507 |
|
|
2023
Q2 | $720K | Buy |
74,308
+12,486
| +20% | +$121K | ﹤0.01% | 1500 |
|
|
2023
Q1 | $650K | Sell |
61,822
-3,725
| -6% | -$39.2K | ﹤0.01% | 1534 |
|
|
2022
Q4 | $639K | Sell |
65,547
-8,027
| -11% | -$78.3K | ﹤0.01% | 1498 |
|
|
2022
Q3 | $1.16M | Buy |
73,574
+17,635
| +32% | +$278K | ﹤0.01% | 987 |
|
|
2022
Q2 | $1.22M | Buy |
55,939
+1,067
| +2% | +$23.2K | 0.01% | 847 |
|
|
2022
Q1 | $1.16M | Sell |
54,872
-6,049
| -10% | -$127K | ﹤0.01% | 886 |
|
|
2021
Q4 | $1.93M | Buy |
60,921
+33,703
| +124% | +$1.07M | 0.01% | 663 |
|
|
2021
Q3 | $970K | Buy |
27,218
+9,036
| +50% | +$322K | 0.01% | 712 |
|
|
2021
Q2 | $967K | Buy |
18,182
+2,003
| +12% | +$107K | 0.01% | 673 |
|
|
2021
Q1 | $631K | Buy |
16,179
+5,613
| +53% | +$219K | ﹤0.01% | 705 |
|
|
2020
Q4 | $515K | Buy |
+10,566
| New | +$515K | ﹤0.01% | 668 |
|