Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
121,492
+59,266
| +95% | +$677K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $910K | Buy |
62,226
+31,156
| +100% | +$456K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $506K | Buy |
31,070
+11,916
| +62% | +$194K | ﹤0.01% | 2186 |
|
|
2024
Q3 | $336K | Sell |
19,154
-2,496
| -12% | -$43.7K | ﹤0.01% | 2474 |
|
|
2024
Q2 | $367K | Buy |
21,650
+3,293
| +18% | +$55.9K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $346K | Buy |
18,357
+56
| +0.3% | +$1.06K | ﹤0.01% | 2321 |
|
|
2023
Q4 | $357K | Sell |
18,301
-12,489
| -41% | -$243K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $628K | Buy |
30,790
+1,742
| +6% | +$35.6K | ﹤0.01% | 1620 |
|
|
2023
Q2 | $632K | Buy |
29,048
+12,626
| +77% | +$275K | ﹤0.01% | 1584 |
|
|
2023
Q1 | $357K | Buy |
16,422
+1,117
| +7% | +$24.3K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $346K | Sell |
15,305
-1,125
| -7% | -$25.4K | ﹤0.01% | 1910 |
|
|
2022
Q3 | $307K | Buy |
16,430
+3,272
| +25% | +$61.1K | ﹤0.01% | 1752 |
|
|
2022
Q2 | $248K | Buy |
13,158
+555
| +4% | +$10.5K | ﹤0.01% | 1326 |
|
|
2022
Q1 | $277K | Buy |
+12,603
| New | +$277K | ﹤0.01% | 1305 |
|
|
2021
Q3 | – | Sell |
-10,392
| Closed | -$243K | – | 1018 |
|
|
2021
Q2 | $243K | Buy |
10,392
+192
| +2% | +$4.49K | ﹤0.01% | 893 |
|
|
2021
Q1 | $207K | Sell |
10,200
-118
| -1% | -$2.4K | ﹤0.01% | 855 |
|
|
2020
Q4 | $226K | Buy |
+10,318
| New | +$226K | ﹤0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-10,283
| Closed | -$228K | – | 756 |
|
|
2019
Q4 | $228K | Buy |
10,283
+11
| +0.1% | +$244 | ﹤0.01% | 693 |
|
|
2019
Q3 | $205K | Sell |
10,272
-3,178
| -24% | -$63.4K | ﹤0.01% | 677 |
|
|
2019
Q2 | $263K | Buy |
+13,450
| New | +$263K | ﹤0.01% | 934 |
|