Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
11,756
+676
| +6% | +$15.2K | ﹤0.01% | 5301 |
|
|
2025
Q1 | $231K | Sell |
11,080
-4,980
| -31% | -$104K | ﹤0.01% | 5210 |
|
|
2024
Q4 | $341K | Sell |
16,060
-11,435
| -42% | -$243K | ﹤0.01% | 4940 |
|
|
2024
Q3 | $638K | Buy |
27,495
+16,320
| +146% | +$379K | ﹤0.01% | 3924 |
|
|
2024
Q2 | $249K | Sell |
11,175
-4,570
| -29% | -$102K | ﹤0.01% | 4413 |
|
|
2024
Q1 | $347K | Buy |
15,745
+960
| +6% | +$21.2K | ﹤0.01% | 4342 |
|
|
2023
Q4 | $276K | Buy |
14,785
+1,075
| +8% | +$20.1K | ﹤0.01% | 4395 |
|
|
2023
Q3 | $257K | Sell |
13,710
-2,575
| -16% | -$48.3K | ﹤0.01% | 4098 |
|
|
2023
Q2 | $297K | Buy |
16,285
+1,980
| +14% | +$36.1K | ﹤0.01% | 4192 |
|
|
2023
Q1 | $235K | Sell |
14,305
-9,330
| -39% | -$153K | ﹤0.01% | 4234 |
|
|
2022
Q4 | $381K | Buy |
23,635
+5,870
| +33% | +$94.5K | ﹤0.01% | 3904 |
|
|
2022
Q3 | $252K | Sell |
17,765
-1,600
| -8% | -$22.7K | ﹤0.01% | 3887 |
|
|
2022
Q2 | $326K | Sell |
19,365
-3,910
| -17% | -$65.8K | ﹤0.01% | 3636 |
|
|
2022
Q1 | $465K | Buy |
23,275
+5,125
| +28% | +$102K | ﹤0.01% | 3809 |
|
|
2021
Q4 | $369K | Buy |
18,150
+4,615
| +34% | +$93.8K | ﹤0.01% | 4201 |
|
|
2021
Q3 | $256K | Sell |
13,535
-565
| -4% | -$10.7K | ﹤0.01% | 4119 |
|
|
2021
Q2 | $239K | Buy |
14,100
+770
| +6% | +$13.1K | ﹤0.01% | 4221 |
|
|
2021
Q1 | $226K | Sell |
13,330
-14,925
| -53% | -$253K | ﹤0.01% | 4432 |
|
|
2020
Q4 | $437K | Sell |
28,255
-345
| -1% | -$5.34K | ﹤0.01% | 3766 |
|
|
2020
Q3 | $358K | Sell |
28,600
-14,185
| -33% | -$178K | ﹤0.01% | 3628 |
|
|
2020
Q2 | $527K | Sell |
42,785
-8,885
| -17% | -$109K | ﹤0.01% | 3336 |
|
|
2020
Q1 | $611K | Sell |
51,670
-53,545
| -51% | -$633K | ﹤0.01% | 3040 |
|
|
2019
Q4 | $1.76M | Sell |
105,215
-3,485
| -3% | -$58.2K | ﹤0.01% | 2888 |
|
|
2019
Q3 | $1.63M | Sell |
108,700
-8,270
| -7% | -$124K | ﹤0.01% | 2792 |
|
|
2019
Q2 | $1.75M | Buy |
116,970
+34,740
| +42% | +$520K | ﹤0.01% | 2610 |
|
|
2019
Q1 | $1.18M | Sell |
82,230
-184,940
| -69% | -$2.66M | ﹤0.01% | 2806 |
|
|
2018
Q4 | $3.82M | Sell |
267,170
-18,740
| -7% | -$268K | ﹤0.01% | 1908 |
|
|
2018
Q3 | $4.63M | Sell |
285,910
-31,360
| -10% | -$508K | ﹤0.01% | 1938 |
|
|
2018
Q2 | $5.01M | Buy |
317,270
+425
| +0.1% | +$6.72K | ﹤0.01% | 1867 |
|
|
2018
Q1 | $5.69M | Buy |
316,845
+1,405
| +0.4% | +$25.2K | ﹤0.01% | 1747 |
|
|
2017
Q4 | $5.35M | Buy |
315,440
+62,850
| +25% | +$1.07M | ﹤0.01% | 1791 |
|
|
2017
Q3 | $4.09M | Sell |
252,590
-13,715
| -5% | -$222K | ﹤0.01% | 1897 |
|
|
2017
Q2 | $4.15M | Buy |
266,305
+185,005
| +228% | +$2.88M | ﹤0.01% | 1830 |
|
|
2017
Q1 | $1.21M | Sell |
81,300
-4,265
| -5% | -$63.4K | ﹤0.01% | 2708 |
|
|
2016
Q4 | $1.33M | Sell |
85,565
-415
| -0.5% | -$6.46K | ﹤0.01% | 2605 |
|
|
2016
Q3 | $1.28M | Sell |
85,980
-17,900
| -17% | -$265K | ﹤0.01% | 2588 |
|
|
2016
Q2 | $1.33M | Sell |
103,880
-4,845
| -4% | -$61.9K | ﹤0.01% | 2510 |
|
|
2016
Q1 | $1.55M | Buy |
108,725
+10,295
| +10% | +$147K | ﹤0.01% | 2332 |
|
|
2015
Q4 | $1.38M | Sell |
98,430
-2,895
| -3% | -$40.7K | ﹤0.01% | 2465 |
|
|
2015
Q3 | $1.32M | Sell |
101,325
-700
| -0.7% | -$9.09K | ﹤0.01% | 2454 |
|
|
2015
Q2 | $1.52M | Buy |
102,025
+15,035
| +17% | +$224K | ﹤0.01% | 2521 |
|
|
2015
Q1 | $1.22M | Sell |
86,990
-16,110
| -16% | -$227K | ﹤0.01% | 2656 |
|
|
2014
Q4 | $1.29M | Buy |
+103,100
| New | +$1.29M | ﹤0.01% | 2580 |
|