Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1K | Buy |
318
+24
| +8% | +$4.54K | ﹤0.01% | 2686 |
|
|
2025
Q1 | $68.9K | Buy |
294
+11
| +4% | +$2.58K | ﹤0.01% | 2575 |
|
|
2024
Q4 | $111K | Buy |
283
+36
| +15% | +$14.2K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $82.6K | Sell |
247
-223
| -47% | -$74.6K | ﹤0.01% | 2491 |
|
|
2024
Q2 | $115K | Sell |
470
-109
| -19% | -$26.6K | ﹤0.01% | 2262 |
|
|
2024
Q1 | $202K | Sell |
579
-549
| -49% | -$191K | ﹤0.01% | 2003 |
|
|
2023
Q4 | $329K | Sell |
1,128
-139
| -11% | -$40.5K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $335K | Buy |
1,267
+8
| +0.6% | +$2.12K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $415K | Buy |
1,259
+662
| +111% | +$218K | ﹤0.01% | 1481 |
|
|
2023
Q1 | $145K | Sell |
597
-95
| -14% | -$23.1K | ﹤0.01% | 2020 |
|
|
2022
Q4 | $185K | Sell |
692
-279
| -29% | -$74.5K | ﹤0.01% | 1904 |
|
|
2022
Q3 | $240K | Buy |
971
+283
| +41% | +$69.9K | ﹤0.01% | 1754 |
|
|
2022
Q2 | $145K | Buy |
688
+38
| +6% | +$8.01K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $213K | Buy |
650
+76
| +13% | +$24.9K | ﹤0.01% | 1919 |
|
|
2021
Q4 | $308K | Sell |
574
-58
| -9% | -$31.1K | ﹤0.01% | 1776 |
|
|
2021
Q3 | $422K | Buy |
632
+47
| +8% | +$31.4K | ﹤0.01% | 1607 |
|
|
2021
Q2 | $397K | Buy |
585
+4
| +0.7% | +$2.72K | ﹤0.01% | 1662 |
|
|
2021
Q1 | $347K | Buy |
581
+317
| +120% | +$189K | ﹤0.01% | 1677 |
|
|
2020
Q4 | $118K | Buy |
264
+13
| +5% | +$5.81K | ﹤0.01% | 2131 |
|
|
2020
Q3 | $96K | Buy |
251
+150
| +149% | +$57.4K | ﹤0.01% | 2095 |
|
|
2020
Q2 | $25K | Sell |
101
-60
| -37% | -$14.9K | ﹤0.01% | 2671 |
|
|
2020
Q1 | $16K | Sell |
161
-211
| -57% | -$21K | ﹤0.01% | 2792 |
|
|
2019
Q4 | $79K | Buy |
372
+264
| +244% | +$56.1K | ﹤0.01% | 2263 |
|
|
2019
Q3 | $18K | Hold |
108
| – | – | ﹤0.01% | 2891 |
|
|
2019
Q2 | $12K | Sell |
108
-117
| -52% | -$13K | ﹤0.01% | 3040 |
|
|
2019
Q1 | $23K | Hold |
225
| – | – | ﹤0.01% | 2808 |
|
|
2018
Q4 | $27K | Sell |
225
-29
| -11% | -$3.48K | ﹤0.01% | 2704 |
|
|
2018
Q3 | $33K | Hold |
254
| – | – | ﹤0.01% | 2754 |
|
|
2018
Q2 | $35K | Hold |
254
| – | – | ﹤0.01% | 2729 |
|
|
2018
Q1 | $24K | Sell |
254
-55
| -18% | -$5.2K | ﹤0.01% | 2891 |
|
|
2017
Q4 | $27K | Hold |
309
| – | – | ﹤0.01% | 2831 |
|
|
2017
Q3 | $22K | Sell |
309
-100
| -24% | -$7.12K | ﹤0.01% | 2867 |
|
|
2017
Q2 | $26K | Sell |
409
-193
| -32% | -$12.3K | ﹤0.01% | 2802 |
|
|
2017
Q1 | $28K | Sell |
602
-549
| -48% | -$25.5K | ﹤0.01% | 2738 |
|
|
2016
Q4 | $35K | Buy |
1,151
+772
| +204% | +$23.5K | ﹤0.01% | 2622 |
|
|
2016
Q3 | $13K | Sell |
379
-199
| -34% | -$6.83K | ﹤0.01% | 2943 |
|
|
2016
Q2 | $17K | Sell |
578
-240
| -29% | -$7.06K | ﹤0.01% | 2857 |
|
|
2016
Q1 | $34K | Sell |
818
-5,815
| -88% | -$242K | ﹤0.01% | 2555 |
|
|
2015
Q4 | $527K | Sell |
6,633
-1,309
| -16% | -$104K | ﹤0.01% | 1275 |
|
|
2015
Q3 | $741K | Sell |
7,942
-713
| -8% | -$66.5K | ﹤0.01% | 1111 |
|
|
2015
Q2 | $845K | Sell |
8,655
-3,222
| -27% | -$315K | ﹤0.01% | 1113 |
|
|
2015
Q1 | $1.18M | Sell |
11,877
-3,662
| -24% | -$363K | ﹤0.01% | 946 |
|
|
2014
Q4 | $1.49M | Sell |
15,539
-867
| -5% | -$83.2K | 0.01% | 819 |
|
|
2014
Q3 | $1.31M | Buy |
16,406
+4,491
| +38% | +$357K | 0.01% | 866 |
|
|
2014
Q2 | $1.11M | Sell |
11,915
-2,807
| -19% | -$261K | ﹤0.01% | 955 |
|
|
2014
Q1 | $1.08M | Buy |
14,722
+2,724
| +23% | +$200K | ﹤0.01% | 932 |
|
|
2013
Q4 | $808K | Buy |
11,998
+11,836
| +7,306% | +$797K | ﹤0.01% | 1034 |
|
|
2013
Q3 | $11K | Buy |
162
+49
| +43% | +$3.33K | ﹤0.01% | 2859 |
|
|
2013
Q2 | $9K | Buy |
+113
| New | +$9K | ﹤0.01% | 2887 |
|