Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
2,476
+203
| +9% | +$11.4K | 0.01% | 227 |
|
|
2025
Q1 | $132K | Buy |
2,273
+28
| +1% | +$1.62K | 0.01% | 213 |
|
|
2024
Q4 | $120K | Hold |
2,245
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $142K | Sell |
2,245
-419
| -16% | -$26.6K | 0.01% | 229 |
|
|
2024
Q2 | $141K | Buy |
2,664
+515
| +24% | +$27.2K | 0.01% | 302 |
|
|
2024
Q1 | $116K | Buy |
2,149
+109
| +5% | +$5.9K | 0.01% | 318 |
|
|
2023
Q4 | $117K | Sell |
2,040
-124
| -6% | -$7.12K | 0.01% | 285 |
|
|
2023
Q3 | $108K | Sell |
2,164
-3
| -0.1% | -$150 | 0.01% | 283 |
|
|
2023
Q2 | $130K | Buy |
2,167
+3
| +0.1% | +$179 | 0.01% | 266 |
|
|
2023
Q1 | $137K | Buy |
2,164
+51
| +2% | +$3.23K | 0.01% | 251 |
|
|
2022
Q4 | $134K | Sell |
2,113
-436
| -17% | -$27.7K | 0.01% | 253 |
|
|
2022
Q3 | $148K | Buy |
2,549
+644
| +34% | +$37.4K | 0.01% | 245 |
|
|
2022
Q2 | $130K | Buy |
1,905
+13
| +0.7% | +$887 | 0.01% | 265 |
|
|
2022
Q1 | $131K | Sell |
1,892
-31
| -2% | -$2.15K | 0.01% | 274 |
|
|
2021
Q4 | $138K | Buy |
1,923
+35
| +2% | +$2.51K | 0.01% | 263 |
|
|
2021
Q3 | $119K | Hold |
1,888
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $122K | Buy |
1,888
+63
| +3% | +$4.07K | 0.01% | 282 |
|
|
2021
Q1 | $112K | Sell |
1,825
-165
| -8% | -$10.1K | 0.01% | 280 |
|
|
2020
Q4 | $120K | Buy |
1,990
+36
| +2% | +$2.17K | 0.01% | 282 |
|
|
2020
Q3 | $115K | Sell |
1,954
-761
| -28% | -$44.8K | 0.01% | 266 |
|
|
2020
Q2 | $157K | Sell |
2,715
-1,823
| -40% | -$105K | 0.01% | 221 |
|
|
2020
Q1 | $219K | Sell |
4,538
-217
| -5% | -$10.5K | 0.02% | 193 |
|
|
2019
Q4 | $339K | Sell |
4,755
-167
| -3% | -$11.9K | 0.03% | 176 |
|
|
2019
Q3 | $366K | Sell |
4,922
-233
| -5% | -$17.3K | 0.03% | 175 |
|
|
2019
Q2 | $345K | Buy |
5,155
+959
| +23% | +$64.2K | 0.03% | 182 |
|
|
2019
Q1 | $299K | Sell |
4,196
-158
| -4% | -$11.3K | 0.03% | 185 |
|
|
2018
Q4 | $266K | Sell |
4,354
-55
| -1% | -$3.36K | 0.03% | 184 |
|
|
2018
Q3 | $243K | Sell |
4,409
-110
| -2% | -$6.06K | 0.02% | 193 |
|
|
2018
Q2 | $236K | Buy |
4,519
+4,003
| +776% | +$209K | 0.02% | 184 |
|
|
2018
Q1 | $26K | Sell |
516
-257
| -33% | -$13K | ﹤0.01% | 377 |
|
|
2017
Q4 | $43K | Hold |
773
| – | – | ﹤0.01% | 322 |
|
|
2017
Q3 | $43K | Hold |
773
| – | – | ﹤0.01% | 319 |
|
|
2017
Q2 | $41K | Hold |
773
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $45K | Hold |
773
| – | – | ﹤0.01% | 323 |
|
|
2016
Q4 | $43K | Hold |
773
| – | – | ﹤0.01% | 321 |
|
|
2016
Q3 | $50K | Buy |
773
+257
| +50% | +$16.6K | 0.01% | 300 |
|
|
2016
Q2 | $35K | Hold |
516
| – | – | ﹤0.01% | 303 |
|
|
2016
Q1 | $31K | Hold |
516
| – | – | ﹤0.01% | 306 |
|
|
2015
Q4 | $26K | Sell |
516
-172
| -25% | -$8.67K | ﹤0.01% | 314 |
|
|
2015
Q3 | $32K | Sell |
688
-1,364
| -66% | -$63.4K | ﹤0.01% | 322 |
|
|
2015
Q2 | $88K | Sell |
2,052
-877
| -30% | -$37.6K | 0.01% | 238 |
|
|
2015
Q1 | $146K | Buy |
2,929
+1,051
| +56% | +$52.4K | 0.02% | 202 |
|
|
2014
Q4 | $87K | Sell |
1,878
-991
| -35% | -$45.9K | 0.01% | 260 |
|
|
2014
Q3 | $113K | Hold |
2,869
| – | – | 0.01% | 234 |
|
|
2014
Q2 | $123K | Hold |
2,869
| – | – | 0.01% | 221 |
|
|
2014
Q1 | $114K | Sell |
2,869
-1,032
| -26% | -$41K | 0.01% | 226 |
|
|
2013
Q4 | $141K | Buy |
3,901
+413
| +12% | +$14.9K | 0.02% | 213 |
|
|
2013
Q3 | $134K | Hold |
3,488
| – | – | 0.02% | 213 |
|
|
2013
Q2 | $142K | Buy |
+3,488
| New | +$142K | 0.02% | 214 |
|