Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
16,972
+4,753
| +39% | +$96K | ﹤0.01% | 4038 |
|
|
2025
Q1 | $168K | Buy |
12,219
+1,539
| +14% | +$21.2K | ﹤0.01% | 4376 |
|
|
2024
Q4 | $127K | Sell |
10,680
-9,676
| -48% | -$115K | ﹤0.01% | 4581 |
|
|
2024
Q3 | $365K | Sell |
20,356
-8,775
| -30% | -$157K | ﹤0.01% | 3816 |
|
|
2024
Q2 | $512K | Buy |
29,131
+575
| +2% | +$10.1K | ﹤0.01% | 3561 |
|
|
2024
Q1 | $733K | Sell |
28,556
-23,595
| -45% | -$605K | ﹤0.01% | 3310 |
|
|
2023
Q4 | $1.36M | Buy |
52,151
+28,649
| +122% | +$747K | ﹤0.01% | 2908 |
|
|
2023
Q3 | $542K | Sell |
23,502
-9,277
| -28% | -$214K | ﹤0.01% | 3456 |
|
|
2023
Q2 | $769K | Buy |
32,779
+17,866
| +120% | +$419K | ﹤0.01% | 3444 |
|
|
2023
Q1 | $177K | Buy |
14,913
+1,554
| +12% | +$18.4K | ﹤0.01% | 4240 |
|
|
2022
Q4 | $205K | Sell |
13,359
-2,126
| -14% | -$32.6K | ﹤0.01% | 3896 |
|
|
2022
Q3 | $295K | Sell |
15,485
-16,853
| -52% | -$321K | ﹤0.01% | 3762 |
|
|
2022
Q2 | $580K | Sell |
32,338
-3,745
| -10% | -$67.2K | ﹤0.01% | 3446 |
|
|
2022
Q1 | $1.09M | Buy |
36,083
+2,933
| +9% | +$88.4K | ﹤0.01% | 3586 |
|
|
2021
Q4 | $953K | Sell |
33,150
-10,102
| -23% | -$290K | ﹤0.01% | 3895 |
|
|
2021
Q3 | $1.74M | Sell |
43,252
-9,973
| -19% | -$401K | ﹤0.01% | 3595 |
|
|
2021
Q2 | $2.32M | Sell |
53,225
-12,205
| -19% | -$532K | ﹤0.01% | 3388 |
|
|
2021
Q1 | $2.46M | Sell |
65,430
-16,194
| -20% | -$610K | ﹤0.01% | 3318 |
|
|
2020
Q4 | $3.24M | Buy |
81,624
+35,101
| +75% | +$1.39M | ﹤0.01% | 3089 |
|
|
2020
Q3 | $1.94M | Buy |
46,523
+1,113
| +2% | +$46.4K | ﹤0.01% | 3285 |
|
|
2020
Q2 | $1.91M | Buy |
45,410
+7,773
| +21% | +$327K | ﹤0.01% | 3241 |
|
|
2020
Q1 | $727K | Sell |
37,637
-13,386
| -26% | -$259K | ﹤0.01% | 3648 |
|
|
2019
Q4 | $1.97M | Buy |
+51,023
| New | +$1.97M | ﹤0.01% | 3327 |
|