Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $185K | Sell |
8,828
-2,860
| -24% | -$59.9K | 0.01% | 210 |
|
2022
Q1 | $209K | Sell |
11,688
-9,432
| -45% | -$169K | 0.01% | 217 |
|
2021
Q4 | $392K | Sell |
21,120
-26,614
| -56% | -$494K | 0.02% | 167 |
|
2021
Q3 | $974K | Sell |
47,734
-8,970
| -16% | -$183K | 0.04% | 140 |
|
2021
Q2 | $1.23M | Sell |
56,704
-2,542
| -4% | -$55.3K | 0.06% | 137 |
|
2021
Q1 | $1.35M | Buy |
59,246
+696
| +1% | +$15.9K | 0.07% | 122 |
|
2020
Q4 | $1.27M | Buy |
58,550
+828
| +1% | +$18K | 0.07% | 124 |
|
2020
Q3 | $1.24M | Buy |
57,722
+583
| +1% | +$12.6K | 0.08% | 117 |
|
2020
Q2 | $1.3M | Sell |
57,139
-4,300
| -7% | -$98.2K | 0.1% | 102 |
|
2020
Q1 | $1.35M | Sell |
61,439
-2,885
| -4% | -$63.5K | 0.13% | 90 |
|
2019
Q4 | $1.9M | Sell |
64,324
-662
| -1% | -$19.5K | 0.17% | 85 |
|
2019
Q3 | $1.86M | Sell |
64,986
-30,080
| -32% | -$860K | 0.18% | 85 |
|
2019
Q2 | $2.41M | Sell |
95,066
-3,485
| -4% | -$88.2K | 0.24% | 77 |
|
2019
Q1 | $2.33M | Sell |
98,551
-136
| -0.1% | -$3.22K | 0.26% | 72 |
|
2018
Q4 | $2.13M | Sell |
98,687
-4,472
| -4% | -$96.4K | 0.28% | 68 |
|
2018
Q3 | $2.62M | Buy |
103,159
+31,235
| +43% | +$792K | 0.29% | 68 |
|
2018
Q2 | $1.74M | Buy |
71,924
+10,893
| +18% | +$264K | 0.2% | 85 |
|
2018
Q1 | $1.64M | Buy |
61,031
+5,309
| +10% | +$143K | 0.2% | 91 |
|
2017
Q4 | $1.64M | Buy |
55,722
+146
| +0.3% | +$4.29K | 0.2% | 91 |
|
2017
Q3 | $1.64M | Buy |
+55,576
| New | +$1.64M | 0.22% | 90 |
|