Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.1K | Buy |
29
+23
| +383% | +$16K | ﹤0.01% | 379 |
|
2025
Q1 | $4.04K | Sell |
6
-43
| -88% | -$28.9K | ﹤0.01% | 464 |
|
2024
Q4 | $27.9K | Sell |
49
-9
| -16% | -$5.13K | ﹤0.01% | 325 |
|
2024
Q3 | $28.7K | Hold |
58
| – | – | ﹤0.01% | 381 |
|
2024
Q2 | $33.9K | Sell |
58
-13
| -18% | -$7.59K | ﹤0.01% | 456 |
|
2024
Q1 | $38.1K | Sell |
71
-1
| -1% | -$537 | ﹤0.01% | 419 |
|
2023
Q4 | $33.3K | Hold |
72
| – | – | ﹤0.01% | 389 |
|
2023
Q3 | $31.3K | Sell |
72
-2
| -3% | -$870 | ﹤0.01% | 401 |
|
2023
Q2 | $31.6K | Sell |
74
-95
| -56% | -$40.6K | ﹤0.01% | 407 |
|
2023
Q1 | $60.2K | Hold |
169
| – | – | ﹤0.01% | 318 |
|
2022
Q4 | $63.4K | Hold |
169
| – | – | ﹤0.01% | 323 |
|
2022
Q3 | $57K | Hold |
169
| – | – | ﹤0.01% | 344 |
|
2022
Q2 | $55K | Buy |
169
+71
| +72% | +$23.1K | ﹤0.01% | 352 |
|
2022
Q1 | $30K | Hold |
98
| – | – | ﹤0.01% | 401 |
|
2021
Q4 | $24K | Hold |
98
| – | – | ﹤0.01% | 411 |
|
2021
Q3 | $20K | Buy |
+98
| New | +$20K | ﹤0.01% | 426 |
|
2021
Q1 | – | Sell |
-17
| Closed | -$3K | – | 714 |
|
2020
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 639 |
|
2020
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 556 |
|
2020
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 511 |
|
2020
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 550 |
|
2019
Q3 | – | Sell |
-64
| Closed | -$9K | – | 652 |
|
2019
Q2 | $9K | Sell |
64
-116
| -64% | -$16.3K | ﹤0.01% | 618 |
|
2019
Q1 | $21K | Sell |
180
-62
| -26% | -$7.23K | ﹤0.01% | 387 |
|
2018
Q4 | $27K | Hold |
242
| – | – | ﹤0.01% | 364 |
|
2018
Q3 | $32K | Hold |
242
| – | – | ﹤0.01% | 373 |
|
2018
Q2 | $32K | Hold |
242
| – | – | ﹤0.01% | 357 |
|
2018
Q1 | $34K | Sell |
242
-361
| -60% | -$50.7K | ﹤0.01% | 354 |
|
2017
Q4 | $94K | Hold |
603
| – | – | 0.01% | 255 |
|
2017
Q3 | $93K | Sell |
603
-238
| -28% | -$36.7K | 0.01% | 251 |
|
2017
Q2 | $138K | Sell |
841
-58
| -6% | -$9.52K | 0.01% | 221 |
|
2017
Q1 | $133K | Sell |
899
-55
| -6% | -$8.14K | 0.01% | 211 |
|
2016
Q4 | $134K | Buy |
954
+129
| +16% | +$18.1K | 0.02% | 206 |
|
2016
Q3 | $138K | Buy |
825
+120
| +17% | +$20.1K | 0.02% | 209 |
|
2016
Q2 | $132K | Sell |
705
-113
| -14% | -$21.2K | 0.01% | 211 |
|
2016
Q1 | $129K | Sell |
818
-129
| -14% | -$20.3K | 0.01% | 208 |
|
2015
Q4 | $187K | Sell |
947
-434
| -31% | -$85.7K | 0.02% | 183 |
|
2015
Q3 | $256K | Hold |
1,381
| – | – | 0.03% | 167 |
|
2015
Q2 | $310K | Buy |
1,381
+1,213
| +722% | +$272K | 0.04% | 168 |
|
2015
Q1 | $38K | Buy |
168
+128
| +320% | +$29K | ﹤0.01% | 299 |
|
2014
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 498 |
|
2014
Q3 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 502 |
|