Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
83,080
+34,570
| +71% | +$869K | ﹤0.01% | 2118 |
|
|
2025
Q1 | $1.04M | Sell |
48,510
-10,565
| -18% | -$227K | ﹤0.01% | 2286 |
|
|
2024
Q4 | $1.71M | Sell |
59,075
-2,804
| -5% | -$81.2K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $2.18M | Buy |
61,879
+4,548
| +8% | +$160K | ﹤0.01% | 1996 |
|
|
2024
Q2 | $1.86M | Buy |
57,331
+27,703
| +94% | +$897K | ﹤0.01% | 2038 |
|
|
2024
Q1 | $985K | Hold |
29,628
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q4 | $1.15M | Buy |
29,628
+13,407
| +83% | +$522K | ﹤0.01% | 1953 |
|
|
2023
Q3 | $532K | Sell |
16,221
-1,976
| -11% | -$64.9K | ﹤0.01% | 2269 |
|
|
2023
Q2 | $523K | Hold |
18,197
| – | – | ﹤0.01% | 2306 |
|
|
2023
Q1 | $523K | Buy |
18,197
+3,096
| +21% | +$89K | ﹤0.01% | 2306 |
|
|
2022
Q4 | $471K | Sell |
15,101
-13,299
| -47% | -$415K | ﹤0.01% | 2195 |
|
|
2022
Q3 | $846K | Buy |
28,400
+3,354
| +13% | +$99.9K | ﹤0.01% | 2065 |
|
|
2022
Q2 | $905K | Sell |
25,046
-2,451
| -9% | -$88.5K | ﹤0.01% | 2020 |
|
|
2022
Q1 | $1.11M | Buy |
27,497
+153
| +0.6% | +$6.16K | ﹤0.01% | 2080 |
|
|
2021
Q4 | $1.61M | Buy |
27,344
+3,880
| +17% | +$229K | ﹤0.01% | 1973 |
|
|
2021
Q3 | $1.14M | Buy |
23,464
+5,802
| +33% | +$282K | ﹤0.01% | 2091 |
|
|
2021
Q2 | $861K | Sell |
17,662
-34
| -0.2% | -$1.66K | ﹤0.01% | 2289 |
|
|
2021
Q1 | $873K | Sell |
17,696
-2,788
| -14% | -$138K | ﹤0.01% | 2154 |
|
|
2020
Q4 | $718K | Buy |
20,484
+430
| +2% | +$15.1K | ﹤0.01% | 2144 |
|
|
2020
Q3 | $515K | Sell |
20,054
-5,016
| -20% | -$129K | ﹤0.01% | 2126 |
|
|
2020
Q2 | $561K | Sell |
25,070
-11,367
| -31% | -$255K | ﹤0.01% | 2068 |
|
|
2020
Q1 | $380K | Buy |
36,437
+22,049
| +153% | +$230K | ﹤0.01% | 2079 |
|
|
2019
Q4 | $240K | Buy |
14,388
+77
| +0.5% | +$1.29K | ﹤0.01% | 2427 |
|
|
2019
Q3 | $222K | Buy |
14,311
+3,258
| +29% | +$50.4K | ﹤0.01% | 2549 |
|
|
2019
Q2 | $182K | Buy |
11,053
+625
| +6% | +$10.3K | ﹤0.01% | 2564 |
|
|
2019
Q1 | $200K | Sell |
10,428
-1,551
| -13% | -$29.7K | ﹤0.01% | 2462 |
|
|
2018
Q4 | $219K | Buy |
+11,979
| New | +$219K | ﹤0.01% | 2357 |
|
|
2015
Q3 | – | Sell |
-9,999
| Closed | -$235K | – | 2684 |
|
|
2015
Q2 | $235K | Buy |
9,999
+1,100
| +12% | +$25.9K | ﹤0.01% | 2510 |
|
|
2015
Q1 | $236K | Buy |
+8,899
| New | +$236K | ﹤0.01% | 2400 |
|