Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $159K | Buy |
1,232
+921
| +296% | +$119K | ﹤0.01% | 556 |
|
2025
Q1 | $37.2K | Buy |
311
+260
| +510% | +$31.1K | ﹤0.01% | 585 |
|
2024
Q4 | $5.92K | Sell |
51
-1,055
| -95% | -$122K | ﹤0.01% | 620 |
|
2024
Q3 | $149K | Sell |
1,106
-212
| -16% | -$28.6K | ﹤0.01% | 555 |
|
2024
Q2 | $179K | Buy |
1,318
+807
| +158% | +$109K | ﹤0.01% | 542 |
|
2024
Q1 | $66K | Sell |
511
-18,909
| -97% | -$2.44M | ﹤0.01% | 606 |
|
2023
Q4 | $2.22M | Sell |
19,420
-205
| -1% | -$23.4K | 0.04% | 209 |
|
2023
Q3 | $1.79M | Sell |
19,625
-4,280
| -18% | -$390K | 0.03% | 232 |
|
2023
Q2 | $2.69M | Buy |
23,905
+19,786
| +480% | +$2.23M | 0.05% | 179 |
|
2023
Q1 | $431K | Sell |
4,119
-14,354
| -78% | -$1.5M | 0.01% | 405 |
|
2022
Q4 | $2.04M | Buy |
18,473
+4,092
| +28% | +$452K | 0.05% | 198 |
|
2022
Q3 | $1.26M | Buy |
14,381
+10,484
| +269% | +$916K | 0.04% | 233 |
|
2022
Q2 | $305K | Sell |
3,897
-3,111
| -44% | -$243K | 0.01% | 355 |
|
2022
Q1 | $598K | Sell |
7,008
-9,519
| -58% | -$812K | 0.02% | 291 |
|
2021
Q4 | $1.98M | Buy |
16,527
+1,419
| +9% | +$170K | 0.05% | 183 |
|
2021
Q3 | $1.87M | Sell |
15,108
-2,373
| -14% | -$294K | 0.05% | 188 |
|
2021
Q2 | $2.2M | Sell |
17,481
-2,068
| -11% | -$260K | 0.06% | 178 |
|
2021
Q1 | $2.06M | Sell |
19,549
-5,933
| -23% | -$624K | 0.06% | 162 |
|
2020
Q4 | $2.59M | Buy |
25,482
+25,222
| +9,701% | +$2.57M | 0.09% | 141 |
|
2020
Q3 | $22K | Sell |
260
-8,169
| -97% | -$691K | ﹤0.01% | 370 |
|
2020
Q2 | $548K | Buy |
8,429
+7,813
| +1,268% | +$508K | 0.04% | 214 |
|
2020
Q1 | $40K | Sell |
616
-5,797
| -90% | -$376K | ﹤0.01% | 389 |
|
2019
Q4 | $505K | Sell |
6,413
-3,816
| -37% | -$300K | 0.04% | 231 |
|
2019
Q3 | $814K | Buy |
10,229
+4,117
| +67% | +$328K | 0.06% | 170 |
|
2019
Q2 | $511K | Sell |
6,112
-5,057
| -45% | -$423K | 0.04% | 208 |
|
2019
Q1 | $883K | Buy |
11,169
+5,218
| +88% | +$413K | 0.07% | 142 |
|
2018
Q4 | $397K | Buy |
+5,951
| New | +$397K | 0.06% | 150 |
|