Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $673K | Sell |
3,884
-8
| -0.2% | -$1.39K | 0.07% | 371 |
|
|
2022
Q3 | $577K | Sell |
3,892
-1,091
| -22% | -$162K | 0.07% | 392 |
|
|
2022
Q2 | $1.13M | Sell |
4,983
-100
| -2% | -$22.7K | 0.13% | 268 |
|
|
2022
Q1 | $1.18M | Sell |
5,083
-4,599
| -48% | -$1.06M | 0.12% | 302 |
|
|
2021
Q4 | $2.5M | Sell |
9,682
-411
| -4% | -$106K | 0.23% | 120 |
|
|
2021
Q3 | $2.21M | Sell |
10,093
-7,802
| -44% | -$1.71M | 0.21% | 142 |
|
|
2021
Q2 | $5.34M | Sell |
17,895
-3,252
| -15% | -$970K | 0.5% | 36 |
|
|
2021
Q1 | $6.01M | Buy |
21,147
+15,333
| +264% | +$4.35M | 0.6% | 26 |
|
|
2020
Q4 | $1.51M | Sell |
5,814
-625
| -10% | -$162K | 0.16% | 224 |
|
|
2020
Q3 | $1.62M | Sell |
6,439
-33
| -0.5% | -$8.3K | 0.18% | 174 |
|
|
2020
Q2 | $908K | Buy |
6,472
+3,461
| +115% | +$486K | 0.1% | 291 |
|
|
2020
Q1 | $1.88M | Sell |
3,011
-1,577
| -34% | -$984K | 0.26% | 91 |
|
|
2019
Q4 | $694K | Sell |
4,588
-350
| -7% | -$52.9K | 0.07% | 410 |
|
|
2019
Q3 | $719K | Sell |
4,938
-227
| -4% | -$33.1K | 0.07% | 388 |
|
|
2019
Q2 | $848K | Sell |
5,165
-145
| -3% | -$23.8K | 0.09% | 356 |
|
|
2019
Q1 | $963K | Buy |
5,310
+4,201
| +379% | +$762K | 0.09% | 332 |
|
|
2018
Q4 | $179K | Buy |
+1,109
| New | +$179K | 0.02% | 523 |
|