Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Buy |
591
+142
| +32% | +$3.31K | ﹤0.01% | 407 |
|
|
2025
Q1 | $15.7K | Buy |
449
+58
| +15% | +$2.03K | ﹤0.01% | 397 |
|
|
2024
Q4 | $15.7K | Hold |
391
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $21.4K | Hold |
391
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $20.7K | Hold |
391
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $22.7K | Hold |
391
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $21.4K | Sell |
391
-377
| -49% | -$20.7K | ﹤0.01% | 433 |
|
|
2023
Q3 | $39.6K | Sell |
768
-173
| -18% | -$8.92K | ﹤0.01% | 385 |
|
|
2023
Q2 | $50.1K | Buy |
941
+68
| +8% | +$3.62K | ﹤0.01% | 351 |
|
|
2023
Q1 | $47.9K | Hold |
873
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $44K | Hold |
873
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $38K | Sell |
873
-600
| -41% | -$26.1K | ﹤0.01% | 394 |
|
|
2022
Q2 | $76K | Buy |
1,473
+116
| +9% | +$5.99K | 0.01% | 313 |
|
|
2022
Q1 | $86K | Buy |
1,357
+415
| +44% | +$26.3K | 0.01% | 303 |
|
|
2021
Q4 | $53K | Buy |
942
+600
| +175% | +$33.8K | ﹤0.01% | 351 |
|
|
2021
Q3 | $20K | Hold |
342
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $22K | Sell |
342
-80
| -19% | -$5.15K | ﹤0.01% | 411 |
|
|
2021
Q1 | $27K | Sell |
422
-59
| -12% | -$3.78K | ﹤0.01% | 386 |
|
|
2020
Q4 | $27K | Sell |
481
-115,983
| -100% | -$6.51M | ﹤0.01% | 413 |
|
|
2020
Q3 | $5.48M | Sell |
116,464
-108,725
| -48% | -$5.12M | 0.44% | 84 |
|
|
2020
Q2 | $9.18M | Buy |
225,189
+15,447
| +7% | +$630K | 0.79% | 32 |
|
|
2020
Q1 | $6.13M | Buy |
209,742
+23,153
| +12% | +$677K | 0.61% | 42 |
|
|
2019
Q4 | $10.2M | Buy |
186,589
+88,438
| +90% | +$4.84M | 0.86% | 27 |
|
|
2019
Q3 | $4.68M | Sell |
98,151
-1,003
| -1% | -$47.8K | 0.42% | 86 |
|
|
2019
Q2 | $4.89M | Buy |
+99,154
| New | +$4.89M | 0.46% | 74 |
|