Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
6,074
+13
| +0.2% | +$543 | ﹤0.01% | 1216 |
|
|
2025
Q1 | $256K | Sell |
6,061
-4,285
| -41% | -$181K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $503K | Sell |
10,346
-755
| -7% | -$36.7K | ﹤0.01% | 946 |
|
|
2024
Q3 | $732K | Hold |
11,101
| – | – | 0.01% | 813 |
|
|
2024
Q2 | $639K | Sell |
11,101
-7,733
| -41% | -$445K | 0.01% | 833 |
|
|
2024
Q1 | $1.2M | Buy |
18,834
+651
| +4% | +$41.5K | 0.01% | 666 |
|
|
2023
Q4 | $1.15M | Sell |
18,183
-1,870
| -9% | -$118K | 0.01% | 623 |
|
|
2023
Q3 | $1.34M | Buy |
20,053
+1,926
| +11% | +$129K | 0.02% | 564 |
|
|
2023
Q2 | $1.89M | Sell |
18,127
-2,228
| -11% | -$232K | 0.03% | 481 |
|
|
2023
Q1 | $2.49M | Buy |
20,355
+442
| +2% | +$54K | 0.04% | 405 |
|
|
2022
Q4 | $2.49M | Buy |
19,913
+2,028
| +11% | +$253K | 0.04% | 394 |
|
|
2022
Q3 | $1.89M | Buy |
17,885
+2,192
| +14% | +$232K | 0.04% | 400 |
|
|
2022
Q2 | $1.68M | Buy |
15,693
+4,205
| +37% | +$450K | 0.03% | 419 |
|
|
2022
Q1 | $1.51M | Buy |
11,488
+105
| +0.9% | +$13.8K | 0.03% | 456 |
|
|
2021
Q4 | $1.25M | Buy |
11,383
+1,491
| +15% | +$164K | 0.02% | 524 |
|
|
2021
Q3 | $906K | Sell |
9,892
-418
| -4% | -$38.3K | 0.02% | 606 |
|
|
2021
Q2 | $1.12M | Buy |
10,310
+2,193
| +27% | +$237K | 0.02% | 544 |
|
|
2021
Q1 | $898K | Sell |
8,117
-107
| -1% | -$11.8K | 0.02% | 514 |
|
|
2020
Q4 | $945K | Buy |
8,224
+289
| +4% | +$33.2K | 0.02% | 479 |
|
|
2020
Q3 | $840K | Buy |
7,935
+113
| +1% | +$12K | 0.02% | 467 |
|
|
2020
Q2 | $779K | Buy |
+7,822
| New | +$779K | 0.02% | 444 |
|