Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96K | Hold |
24
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $1.71K | Sell |
24
-52
| -68% | -$3.71K | ﹤0.01% | 521 |
|
|
2024
Q4 | $6.67K | Sell |
76
-169
| -69% | -$14.8K | ﹤0.01% | 410 |
|
|
2024
Q3 | $20.5K | Sell |
245
-833
| -77% | -$69.7K | ﹤0.01% | 413 |
|
|
2024
Q2 | $82K | Hold |
1,078
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $77.4K | Sell |
1,078
-4
| -0.4% | -$287 | ﹤0.01% | 362 |
|
|
2023
Q4 | $80.9K | Hold |
1,082
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $73.6K | Sell |
1,082
-72
| -6% | -$4.9K | 0.01% | 324 |
|
|
2023
Q2 | $84K | Buy |
1,154
+4
| +0.3% | +$291 | 0.01% | 297 |
|
|
2023
Q1 | $86.9K | Hold |
1,150
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $88.9K | Sell |
1,150
-74
| -6% | -$5.72K | 0.01% | 290 |
|
|
2022
Q3 | $92K | Sell |
1,224
-104
| -8% | -$7.82K | 0.01% | 301 |
|
|
2022
Q2 | $100K | Sell |
1,328
-10,906
| -89% | -$821K | 0.01% | 286 |
|
|
2022
Q1 | $1.03M | Sell |
12,234
-82,240
| -87% | -$6.91M | 0.07% | 154 |
|
|
2021
Q4 | $6.25M | Buy |
94,474
+1,880
| +2% | +$124K | 0.39% | 107 |
|
|
2021
Q3 | $5.86M | Buy |
92,594
+4,662
| +5% | +$295K | 0.38% | 108 |
|
|
2021
Q2 | $5.83M | Buy |
87,932
+6,408
| +8% | +$424K | 0.38% | 103 |
|
|
2021
Q1 | $5.4M | Buy |
81,524
+8,910
| +12% | +$591K | 0.38% | 100 |
|
|
2020
Q4 | $4.63M | Sell |
72,614
-2,350
| -3% | -$150K | 0.34% | 105 |
|
|
2020
Q3 | $4.44M | Buy |
74,964
+74,460
| +14,774% | +$4.41M | 0.36% | 102 |
|
|
2020
Q2 | $30K | Hold |
504
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $28K | Buy |
504
+48
| +11% | +$2.67K | ﹤0.01% | 345 |
|
|
2019
Q4 | $35K | Buy |
456
+104
| +30% | +$7.98K | ﹤0.01% | 351 |
|
|
2019
Q3 | $26K | Sell |
352
-556
| -61% | -$41.1K | ﹤0.01% | 368 |
|
|
2019
Q2 | $62K | Buy |
908
+556
| +158% | +$38K | 0.01% | 340 |
|
|
2019
Q1 | $22K | Hold |
352
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $19K | Hold |
352
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $20K | Sell |
352
-400
| -53% | -$22.7K | ﹤0.01% | 411 |
|
|
2018
Q2 | $44K | Hold |
752
| – | – | ﹤0.01% | 324 |
|
|
2018
Q1 | $42K | Sell |
752
-400
| -35% | -$22.3K | ﹤0.01% | 334 |
|
|
2017
Q4 | $62K | Hold |
1,152
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $66K | Hold |
1,152
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $65K | Hold |
1,152
| – | – | 0.01% | 284 |
|
|
2017
Q1 | $64K | Hold |
1,152
| – | – | 0.01% | 279 |
|
|
2016
Q4 | $58K | Hold |
1,152
| – | – | 0.01% | 287 |
|
|
2016
Q3 | $62K | Hold |
1,152
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $66K | Hold |
1,152
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $60K | Hold |
1,152
| – | – | 0.01% | 259 |
|
|
2015
Q4 | $54K | Hold |
1,152
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $56K | Sell |
1,152
-800
| -41% | -$38.9K | 0.01% | 261 |
|
|
2015
Q2 | $97K | Hold |
1,952
| – | – | 0.01% | 232 |
|
|
2015
Q1 | $106K | Buy |
1,952
+800
| +69% | +$43.4K | 0.01% | 228 |
|
|
2014
Q4 | $64K | Hold |
1,152
| – | – | 0.01% | 274 |
|
|
2014
Q3 | $61K | Hold |
1,152
| – | – | 0.01% | 275 |
|
|
2014
Q2 | $60K | Hold |
1,152
| – | – | 0.01% | 273 |
|
|
2014
Q1 | $56K | Hold |
1,152
| – | – | 0.01% | 275 |
|
|
2013
Q4 | $52K | Hold |
1,152
| – | – | 0.01% | 289 |
|
|
2013
Q3 | $49K | Hold |
1,152
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $47K | Buy |
+1,152
| New | +$47K | 0.01% | 313 |
|