Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
129
+12
| +10% | +$2.44K | ﹤0.01% | 362 |
|
|
2025
Q1 | $24.2K | Buy |
117
+5
| +4% | +$1.04K | ﹤0.01% | 345 |
|
|
2024
Q4 | $21.6K | Hold |
112
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $21.2K | Hold |
112
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $17.9K | Hold |
112
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $19.4K | Hold |
112
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $15.7K | Sell |
112
-39
| -26% | -$5.46K | ﹤0.01% | 458 |
|
|
2023
Q3 | $16.8K | Sell |
151
-50
| -25% | -$5.57K | ﹤0.01% | 466 |
|
|
2023
Q2 | $21.9K | Buy |
201
+57
| +40% | +$6.22K | ﹤0.01% | 438 |
|
|
2023
Q1 | $16K | Sell |
144
-91
| -39% | -$10.1K | ﹤0.01% | 430 |
|
|
2022
Q4 | $31.9K | Sell |
235
-225
| -49% | -$30.5K | ﹤0.01% | 381 |
|
|
2022
Q3 | $57K | Sell |
460
-109
| -19% | -$13.5K | ﹤0.01% | 343 |
|
|
2022
Q2 | $72K | Sell |
569
-214
| -27% | -$27.1K | 0.01% | 316 |
|
|
2022
Q1 | $108K | Buy |
783
+100
| +15% | +$13.8K | 0.01% | 288 |
|
|
2021
Q4 | $80K | Hold |
683
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $87K | Sell |
683
-246
| -26% | -$31.3K | 0.01% | 299 |
|
|
2021
Q2 | $121K | Hold |
929
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $107K | Sell |
929
-27
| -3% | -$3.11K | 0.01% | 284 |
|
|
2020
Q4 | $105K | Hold |
956
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $90K | Buy |
956
+114
| +14% | +$10.7K | 0.01% | 288 |
|
|
2020
Q2 | $82K | Hold |
842
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $77K | Sell |
842
-80
| -9% | -$7.32K | 0.01% | 274 |
|
|
2019
Q4 | $104K | Sell |
922
-117
| -11% | -$13.2K | 0.01% | 266 |
|
|
2019
Q3 | $113K | Sell |
1,039
-1,002
| -49% | -$109K | 0.01% | 261 |
|
|
2019
Q2 | $208K | Buy |
2,041
+1,119
| +121% | +$114K | 0.02% | 222 |
|
|
2019
Q1 | $87K | Hold |
922
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $76K | Sell |
922
-117
| -11% | -$9.64K | 0.01% | 279 |
|
|
2018
Q3 | $103K | Sell |
1,039
-248
| -19% | -$24.6K | 0.01% | 263 |
|
|
2018
Q2 | $117K | Sell |
1,287
-214
| -14% | -$19.5K | 0.01% | 242 |
|
|
2018
Q1 | $142K | Sell |
1,501
-84
| -5% | -$7.95K | 0.01% | 226 |
|
|
2017
Q4 | $166K | Buy |
1,585
+82
| +5% | +$8.59K | 0.02% | 201 |
|
|
2017
Q3 | $138K | Buy |
1,503
+118
| +9% | +$10.8K | 0.01% | 220 |
|
|
2017
Q2 | $122K | Hold |
1,385
| – | – | 0.01% | 229 |
|
|
2017
Q1 | $113K | Hold |
1,385
| – | – | 0.01% | 221 |
|
|
2016
Q4 | $103K | Hold |
1,385
| – | – | 0.01% | 229 |
|
|
2016
Q3 | $96K | Hold |
1,385
| – | – | 0.01% | 237 |
|
|
2016
Q2 | $97K | Hold |
1,385
| – | – | 0.01% | 229 |
|
|
2016
Q1 | $93K | Hold |
1,385
| – | – | 0.01% | 229 |
|
|
2015
Q4 | $86K | Hold |
1,385
| – | – | 0.01% | 228 |
|
|
2015
Q3 | $81K | Hold |
1,385
| – | – | 0.01% | 233 |
|
|
2015
Q2 | $90K | Sell |
1,385
-95
| -6% | -$6.17K | 0.01% | 236 |
|
|
2015
Q1 | $106K | Hold |
1,480
| – | – | 0.01% | 227 |
|
|
2014
Q4 | $104K | Hold |
1,480
| – | – | 0.01% | 237 |
|
|
2014
Q3 | $90K | Hold |
1,480
| – | – | 0.01% | 253 |
|
|
2014
Q2 | $86K | Hold |
1,480
| – | – | 0.01% | 245 |
|
|
2014
Q1 | $84K | Hold |
1,480
| – | – | 0.01% | 248 |
|
|
2013
Q4 | $80K | Sell |
1,480
-200
| -12% | -$10.8K | 0.01% | 250 |
|
|
2013
Q3 | $85K | Hold |
1,680
| – | – | 0.01% | 252 |
|
|
2013
Q2 | $81K | Buy |
+1,680
| New | +$81K | 0.01% | 260 |
|