Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
363,615
+111,149
| +44% | +$1.62M | ﹤0.01% | 1679 |
|
|
2025
Q1 | $2.63M | Buy |
252,466
+103,396
| +69% | +$1.08M | ﹤0.01% | 1864 |
|
|
2024
Q4 | $1.27M | Buy |
149,070
+44,804
| +43% | +$381K | ﹤0.01% | 2267 |
|
|
2024
Q3 | $1.24M | Sell |
104,266
-5,181
| -5% | -$61.9K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $1.39M | Buy |
109,447
+22,005
| +25% | +$279K | ﹤0.01% | 2194 |
|
|
2024
Q1 | $1.58M | Buy |
87,442
+1,927
| +2% | +$34.9K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $2.39M | Buy |
85,515
+7,699
| +10% | +$215K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $1.44M | Sell |
77,816
-3,179
| -4% | -$58.7K | ﹤0.01% | 1778 |
|
|
2023
Q2 | $2.74M | Hold |
80,995
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q1 | $2.74M | Buy |
80,995
+2,692
| +3% | +$91.1K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $2.48M | Sell |
78,303
-103
| -0.1% | -$3.26K | ﹤0.01% | 1440 |
|
|
2022
Q3 | $2.37M | Sell |
78,406
-22,229
| -22% | -$672K | ﹤0.01% | 1511 |
|
|
2022
Q2 | $3.08M | Sell |
100,635
-5,230
| -5% | -$160K | ﹤0.01% | 1425 |
|
|
2022
Q1 | $5.17M | Buy |
105,865
+2,782
| +3% | +$136K | ﹤0.01% | 1337 |
|
|
2021
Q4 | $4.59M | Buy |
103,083
+11,702
| +13% | +$521K | ﹤0.01% | 1455 |
|
|
2021
Q3 | $5.03M | Buy |
91,381
+564
| +0.6% | +$31.1K | ﹤0.01% | 1348 |
|
|
2021
Q2 | $4.53M | Buy |
90,817
+7,508
| +9% | +$374K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $4M | Buy |
83,309
+5,358
| +7% | +$258K | ﹤0.01% | 1433 |
|
|
2020
Q4 | $2.55M | Buy |
77,951
+18,817
| +32% | +$614K | ﹤0.01% | 1585 |
|
|
2020
Q3 | $2.03M | Sell |
59,134
-269
| -0.5% | -$9.25K | ﹤0.01% | 1538 |
|
|
2020
Q2 | $2.28M | Sell |
59,403
-14,947
| -20% | -$574K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $2.67M | Buy |
74,350
+13,535
| +22% | +$486K | ﹤0.01% | 1299 |
|
|
2019
Q4 | $4.45M | Sell |
60,815
-2,145
| -3% | -$157K | ﹤0.01% | 1239 |
|
|
2019
Q3 | $4.74M | Buy |
62,960
+4,153
| +7% | +$313K | ﹤0.01% | 1224 |
|
|
2019
Q2 | $4.75M | Buy |
58,807
+9,163
| +18% | +$741K | ﹤0.01% | 1222 |
|
|
2019
Q1 | $3.85M | Buy |
49,644
+8,711
| +21% | +$675K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $2.41M | Buy |
40,933
+4,244
| +12% | +$250K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $2.35M | Buy |
36,689
+961
| +3% | +$61.5K | ﹤0.01% | 1440 |
|
|
2018
Q2 | $2.35M | Sell |
35,728
-1,732
| -5% | -$114K | ﹤0.01% | 1428 |
|
|
2018
Q1 | $2.46M | Buy |
37,460
+3,361
| +10% | +$221K | ﹤0.01% | 1385 |
|
|
2017
Q4 | $2.55M | Buy |
34,099
+2,209
| +7% | +$165K | ﹤0.01% | 1328 |
|
|
2017
Q3 | $2.05M | Buy |
31,890
+2,271
| +8% | +$146K | ﹤0.01% | 1390 |
|
|
2017
Q2 | $1.96M | Buy |
29,619
+923
| +3% | +$61.1K | ﹤0.01% | 1381 |
|
|
2017
Q1 | $1.83M | Buy |
28,696
+5,878
| +26% | +$375K | ﹤0.01% | 1383 |
|
|
2016
Q4 | $1.51M | Sell |
22,818
-11,152
| -33% | -$738K | ﹤0.01% | 1404 |
|
|
2016
Q3 | $2.54M | Buy |
33,970
+2,400
| +8% | +$179K | ﹤0.01% | 1289 |
|
|
2016
Q2 | $2.25M | Buy |
31,570
+585
| +2% | +$41.8K | ﹤0.01% | 1321 |
|
|
2016
Q1 | $2.28M | Sell |
30,985
-4,441
| -13% | -$326K | ﹤0.01% | 1316 |
|
|
2015
Q4 | $2.16M | Buy |
35,426
+3,116
| +10% | +$190K | ﹤0.01% | 1409 |
|
|
2015
Q3 | $2.08M | Buy |
32,310
+8,629
| +36% | +$555K | ﹤0.01% | 1415 |
|
|
2015
Q2 | $1.43M | Buy |
23,681
+1,782
| +8% | +$107K | ﹤0.01% | 1545 |
|
|
2015
Q1 | $1.31M | Buy |
21,899
+900
| +4% | +$53.7K | ﹤0.01% | 1530 |
|
|
2014
Q4 | $1.32M | Buy |
20,999
+700
| +3% | +$44.1K | ﹤0.01% | 1496 |
|
|
2014
Q3 | $1.12M | Hold |
20,299
| – | – | ﹤0.01% | 1531 |
|
|
2014
Q2 | $1.18M | Buy |
20,299
+600
| +3% | +$34.8K | ﹤0.01% | 1527 |
|
|
2014
Q1 | $1.36M | Buy |
19,699
+2,700
| +16% | +$186K | ﹤0.01% | 1460 |
|
|
2013
Q4 | $1.07M | Buy |
16,999
+100
| +0.6% | +$6.27K | ﹤0.01% | 1501 |
|
|
2013
Q3 | $1.08M | Hold |
16,899
| – | – | ﹤0.01% | 1474 |
|
|
2013
Q2 | $1.21M | Buy |
+16,899
| New | +$1.21M | ﹤0.01% | 1380 |
|