Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4K | Buy |
2,160
+25
| +1% | +$271 | 0.01% | 287 |
|
2025
Q1 | $21.4K | Buy |
2,135
+135
| +7% | +$1.35K | 0.01% | 268 |
|
2024
Q4 | $19.8K | Sell |
2,000
-92
| -4% | -$911 | 0.01% | 277 |
|
2024
Q3 | $22.1K | Sell |
2,092
-138
| -6% | -$1.46K | 0.01% | 269 |
|
2024
Q2 | $28K | Buy |
2,230
+9
| +0.4% | +$113 | 0.01% | 260 |
|
2024
Q1 | $29.5K | Sell |
2,221
-145
| -6% | -$1.93K | 0.01% | 246 |
|
2023
Q4 | $28.8K | Sell |
2,366
-95,367
| -98% | -$1.16M | 0.01% | 253 |
|
2023
Q3 | $1.21M | Sell |
97,733
-146
| -0.1% | -$1.81K | 0.4% | 76 |
|
2023
Q2 | $1.48M | Buy |
97,879
+287
| +0.3% | +$4.34K | 0.48% | 57 |
|
2023
Q1 | $1.23M | Buy |
97,592
+5,242
| +6% | +$66K | 0.41% | 68 |
|
2022
Q4 | $1.07M | Sell |
92,350
-5,247
| -5% | -$61K | 0.39% | 79 |
|
2022
Q3 | $1.09M | Sell |
97,597
-28,778
| -23% | -$322K | 0.43% | 73 |
|
2022
Q2 | $1.41M | Buy |
126,375
+1,531
| +1% | +$17K | 0.55% | 57 |
|
2022
Q1 | $2.11M | Buy |
124,844
+26,645
| +27% | +$451K | 0.67% | 43 |
|
2021
Q4 | $2.04M | Buy |
98,199
+3,012
| +3% | +$62.6K | 0.64% | 42 |
|
2021
Q3 | $1.35M | Buy |
95,187
+4,122
| +5% | +$58.3K | 0.48% | 55 |
|
2021
Q2 | $1.35M | Buy |
91,065
+3,843
| +4% | +$57.1K | 0.49% | 54 |
|
2021
Q1 | $1.07M | Buy |
87,222
+2,904
| +3% | +$35.6K | 0.42% | 78 |
|
2020
Q4 | $741K | Buy |
84,318
+82,118
| +3,733% | +$722K | 0.31% | 116 |
|
2020
Q3 | $14K | Hold |
2,200
| – | – | 0.01% | 251 |
|
2020
Q2 | $13K | Sell |
2,200
-101
| -4% | -$597 | 0.01% | 235 |
|
2020
Q1 | $11K | Sell |
2,301
-1,171
| -34% | -$5.6K | 0.01% | 226 |
|
2019
Q4 | $32K | Hold |
3,472
| – | – | 0.02% | 196 |
|
2019
Q3 | $32K | Sell |
3,472
-48,874
| -93% | -$450K | 0.02% | 217 |
|
2019
Q2 | $535K | Buy |
52,346
+48,874
| +1,408% | +$500K | 0.32% | 108 |
|
2019
Q1 | $30K | Hold |
3,472
| – | – | 0.02% | 203 |
|
2018
Q4 | $27K | Hold |
3,472
| – | – | 0.02% | 207 |
|
2018
Q3 | $32K | Sell |
3,472
-2,040
| -37% | -$18.8K | 0.02% | 199 |
|
2018
Q2 | $61K | Hold |
5,512
| – | – | 0.04% | 167 |
|
2018
Q1 | $60K | Sell |
5,512
-173
| -3% | -$1.88K | 0.04% | 177 |
|
2017
Q4 | $71K | Buy |
+5,685
| New | +$71K | 0.05% | 162 |
|