Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Sell |
291
-2
| -0.7% | -$304 | 0.01% | 251 |
|
|
2025
Q1 | $43K | Buy |
293
+3
| +1% | +$441 | 0.01% | 234 |
|
|
2024
Q4 | $37.4K | Hold |
290
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $39.6K | Hold |
290
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $29.6K | Sell |
290
-51
| -15% | -$5.21K | 0.01% | 252 |
|
|
2024
Q1 | $30.2K | Buy |
341
+12
| +4% | +$1.06K | 0.01% | 244 |
|
|
2023
Q4 | $30.1K | Hold |
329
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $25.7K | Hold |
329
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $27.5K | Hold |
329
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $28.9K | Hold |
329
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $33K | Hold |
329
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $30K | Hold |
329
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $36K | Sell |
329
-209
| -39% | -$22.9K | 0.01% | 267 |
|
|
2022
Q1 | $67K | Sell |
538
-143
| -21% | -$17.8K | 0.02% | 242 |
|
|
2021
Q4 | $101K | Hold |
681
| – | – | 0.03% | 219 |
|
|
2021
Q3 | $100K | Sell |
681
-131
| -16% | -$19.2K | 0.04% | 216 |
|
|
2021
Q2 | $135K | Sell |
812
-84
| -9% | -$14K | 0.05% | 198 |
|
|
2021
Q1 | $145K | Sell |
896
-217
| -19% | -$35.1K | 0.06% | 185 |
|
|
2020
Q4 | $163K | Sell |
1,113
-277
| -20% | -$40.6K | 0.07% | 161 |
|
|
2020
Q3 | $186K | Hold |
1,390
| – | – | 0.09% | 155 |
|
|
2020
Q2 | $182K | Sell |
1,390
-910
| -40% | -$119K | 0.1% | 145 |
|
|
2020
Q1 | $262K | Buy |
2,300
+2,180
| +1,817% | +$248K | 0.18% | 126 |
|
|
2019
Q4 | $18K | Sell |
120
-418
| -78% | -$62.7K | 0.01% | 216 |
|
|
2019
Q3 | $74K | Sell |
538
-174
| -24% | -$23.9K | 0.05% | 178 |
|
|
2019
Q2 | $103K | Buy |
712
+299
| +72% | +$43.3K | 0.06% | 176 |
|
|
2019
Q1 | $72K | Hold |
413
| – | – | 0.05% | 165 |
|
|
2018
Q4 | $66K | Sell |
413
-451
| -52% | -$72.1K | 0.05% | 167 |
|
|
2018
Q3 | $152K | Sell |
864
-37
| -4% | -$6.51K | 0.1% | 154 |
|
|
2018
Q2 | $148K | Sell |
901
-27
| -3% | -$4.44K | 0.1% | 145 |
|
|
2018
Q1 | $165K | Buy |
928
+329
| +55% | +$58.5K | 0.12% | 145 |
|
|
2017
Q4 | $118K | Buy |
+599
| New | +$118K | 0.09% | 148 |
|