Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.37M | Buy |
90,403
+3,342
| +4% | +$50.6K | ﹤0.01% | 284 |
|
2023
Q1 | $1.1M | Buy |
87,061
+15,893
| +22% | +$200K | ﹤0.01% | 303 |
|
2022
Q4 | $828K | Sell |
71,168
-11,669
| -14% | -$136K | ﹤0.01% | 341 |
|
2022
Q3 | $928K | Buy |
82,837
+11,503
| +16% | +$129K | ﹤0.01% | 315 |
|
2022
Q2 | $794K | Sell |
71,334
-13,836
| -16% | -$154K | ﹤0.01% | 354 |
|
2022
Q1 | $1.44M | Buy |
85,170
+34,732
| +69% | +$587K | 0.01% | 282 |
|
2021
Q4 | $1.05M | Buy |
50,438
+10,568
| +27% | +$219K | ﹤0.01% | 303 |
|
2021
Q3 | $564K | Sell |
39,870
-230
| -0.6% | -$3.25K | ﹤0.01% | 338 |
|
2021
Q2 | $596K | Buy |
40,100
+15,557
| +63% | +$231K | ﹤0.01% | 342 |
|
2021
Q1 | $300K | Sell |
24,543
-31,560
| -56% | -$386K | ﹤0.01% | 353 |
|
2020
Q4 | $493K | Sell |
56,103
-10,745
| -16% | -$94.4K | ﹤0.01% | 326 |
|
2020
Q3 | $445K | Buy |
66,848
+261
| +0.4% | +$1.74K | ﹤0.01% | 261 |
|
2020
Q2 | $405K | Buy |
66,587
+20,853
| +46% | +$127K | ﹤0.01% | 265 |
|
2020
Q1 | $221K | Buy |
45,734
+5,647
| +14% | +$27.3K | ﹤0.01% | 265 |
|
2019
Q4 | $373K | Sell |
40,087
-813
| -2% | -$7.57K | ﹤0.01% | 283 |
|
2019
Q3 | $375K | Buy |
40,900
+3,992
| +11% | +$36.6K | ﹤0.01% | 283 |
|
2019
Q2 | $377K | Sell |
36,908
-402
| -1% | -$4.11K | ﹤0.01% | 260 |
|
2019
Q1 | $328K | Buy |
37,310
+3,744
| +11% | +$32.9K | ﹤0.01% | 320 |
|
2018
Q4 | $257K | Buy |
33,566
+1,505
| +5% | +$11.5K | ﹤0.01% | 329 |
|
2018
Q3 | $297K | Sell |
32,061
-2,151
| -6% | -$19.9K | ﹤0.01% | 332 |
|
2018
Q2 | $379K | Buy |
34,212
+4,113
| +14% | +$45.6K | ﹤0.01% | 330 |
|
2018
Q1 | $333K | Sell |
30,099
-347
| -1% | -$3.84K | ﹤0.01% | 349 |
|
2017
Q4 | $380K | Sell |
30,446
-1,935
| -6% | -$24.2K | ﹤0.01% | 365 |
|
2017
Q3 | $388K | Sell |
32,381
-9,927
| -23% | -$119K | ﹤0.01% | 359 |
|
2017
Q2 | $473K | Buy |
+42,308
| New | +$473K | ﹤0.01% | 342 |
|