Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
1,996
-616
| -24% | -$31.5K | ﹤0.01% | 2407 |
|
|
2025
Q1 | $83.7K | Sell |
2,612
-670
| -20% | -$21.5K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $145K | Sell |
3,282
-327
| -9% | -$14.5K | ﹤0.01% | 2204 |
|
|
2024
Q3 | $203K | Buy |
3,609
+67
| +2% | +$3.76K | ﹤0.01% | 2030 |
|
|
2024
Q2 | $187K | Buy |
3,542
+65
| +2% | +$3.43K | ﹤0.01% | 2037 |
|
|
2024
Q1 | $236K | Sell |
3,477
-172
| -5% | -$11.7K | ﹤0.01% | 1913 |
|
|
2023
Q4 | $225K | Buy |
3,649
+685
| +23% | +$42.3K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $180K | Sell |
2,964
-574
| -16% | -$34.8K | ﹤0.01% | 1885 |
|
|
2023
Q2 | $230K | Sell |
3,538
-1,477
| -29% | -$96K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $172K | Sell |
5,015
-1,985
| -28% | -$68.2K | ﹤0.01% | 1933 |
|
|
2022
Q4 | $230K | Buy |
7,000
+1,223
| +21% | +$40.2K | ﹤0.01% | 1789 |
|
|
2022
Q3 | $189K | Buy |
5,777
+3,754
| +186% | +$123K | ﹤0.01% | 1875 |
|
|
2022
Q2 | $88K | Buy |
2,023
+459
| +29% | +$20K | ﹤0.01% | 2305 |
|
|
2022
Q1 | $174K | Buy |
1,564
+181
| +13% | +$20.1K | ﹤0.01% | 2007 |
|
|
2021
Q4 | $263K | Sell |
1,383
-257
| -16% | -$48.9K | ﹤0.01% | 1841 |
|
|
2021
Q3 | $419K | Sell |
1,640
-11
| -0.7% | -$2.81K | ﹤0.01% | 1611 |
|
|
2021
Q2 | $522K | Buy |
1,651
+100
| +6% | +$31.6K | ﹤0.01% | 1537 |
|
|
2021
Q1 | $489K | Sell |
1,551
-73
| -4% | -$23K | ﹤0.01% | 1512 |
|
|
2020
Q4 | $367K | Sell |
1,624
-5
| -0.3% | -$1.13K | ﹤0.01% | 1599 |
|
|
2020
Q3 | $474K | Buy |
1,629
+33
| +2% | +$9.6K | ﹤0.01% | 1358 |
|
|
2020
Q2 | $314K | Buy |
1,596
+617
| +63% | +$121K | ﹤0.01% | 1539 |
|
|
2020
Q1 | $53K | Buy |
979
+554
| +130% | +$30K | ﹤0.01% | 2286 |
|
|
2019
Q4 | $39K | Sell |
425
-62
| -13% | -$5.69K | ﹤0.01% | 2578 |
|
|
2019
Q3 | $54K | Hold |
487
| – | – | ﹤0.01% | 2434 |
|
|
2019
Q2 | $71K | Hold |
487
| – | – | ﹤0.01% | 2368 |
|
|
2019
Q1 | $73K | Sell |
487
-127
| -21% | -$19K | ﹤0.01% | 2336 |
|
|
2018
Q4 | $55K | Sell |
614
-192
| -24% | -$17.2K | ﹤0.01% | 2408 |
|
|
2018
Q3 | $119K | Buy |
806
+243
| +43% | +$35.9K | ﹤0.01% | 2136 |
|
|
2018
Q2 | $67K | Buy |
563
+276
| +96% | +$32.8K | ﹤0.01% | 2429 |
|
|
2018
Q1 | $19K | Buy |
287
+184
| +179% | +$12.2K | ﹤0.01% | 2965 |
|
|
2017
Q4 | $8K | Buy |
+103
| New | +$8K | ﹤0.01% | 3212 |
|