Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
33,963
+7,103
| +26% | +$172K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $526K | Buy |
26,860
+14,074
| +110% | +$276K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $287K | Sell |
12,786
-471
| -4% | -$10.6K | ﹤0.01% | 1814 |
|
|
2024
Q3 | $300K | Buy |
13,257
+8,152
| +160% | +$184K | ﹤0.01% | 1806 |
|
|
2024
Q2 | $83K | Buy |
5,105
+229
| +5% | +$3.72K | ﹤0.01% | 2425 |
|
|
2024
Q1 | $130K | Sell |
4,876
-1,730
| -26% | -$46.2K | ﹤0.01% | 2223 |
|
|
2023
Q4 | $270K | Sell |
6,606
-1,478
| -18% | -$60.4K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $254K | Sell |
8,084
-8,365
| -51% | -$263K | ﹤0.01% | 1724 |
|
|
2023
Q2 | $714K | Buy |
16,449
+3,811
| +30% | +$165K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $410K | Sell |
12,638
-3,703
| -23% | -$120K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $467K | Buy |
16,341
+3,341
| +26% | +$95.5K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $414K | Sell |
13,000
-9,296
| -42% | -$296K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $821K | Buy |
22,296
+104
| +0.5% | +$3.83K | ﹤0.01% | 1183 |
|
|
2022
Q1 | $2.2M | Buy |
22,192
+2,368
| +12% | +$235K | ﹤0.01% | 852 |
|
|
2021
Q4 | $2.84M | Sell |
19,824
-142
| -0.7% | -$20.3K | ﹤0.01% | 781 |
|
|
2021
Q3 | $2.52M | Buy |
19,966
+5,119
| +34% | +$646K | ﹤0.01% | 794 |
|
|
2021
Q2 | $1.63M | Buy |
14,847
+1,939
| +15% | +$213K | ﹤0.01% | 965 |
|
|
2021
Q1 | $1.3M | Buy |
12,908
+10,068
| +355% | +$1.01M | ﹤0.01% | 1025 |
|
|
2020
Q4 | $436K | Buy |
2,840
+2,157
| +316% | +$331K | ﹤0.01% | 1508 |
|
|
2020
Q3 | $60K | Buy |
+683
| New | +$60K | ﹤0.01% | 2297 |
|