Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
15,413
-842
| -5% | -$40.4K | 0.01% | 807 |
|
|
2025
Q1 | $810K | Buy |
16,255
+183
| +1% | +$9.12K | 0.01% | 775 |
|
|
2024
Q4 | $931K | Buy |
16,072
+589
| +4% | +$34.1K | 0.01% | 748 |
|
|
2024
Q3 | $1.01M | Sell |
15,483
-124
| -0.8% | -$8.08K | 0.01% | 695 |
|
|
2024
Q2 | $1M | Sell |
15,607
-4,717
| -23% | -$303K | 0.01% | 678 |
|
|
2024
Q1 | $1.29M | Sell |
20,324
-619
| -3% | -$39.4K | 0.01% | 652 |
|
|
2023
Q4 | $1.16M | Sell |
20,943
-627
| -3% | -$34.7K | 0.01% | 619 |
|
|
2023
Q3 | $1.27M | Sell |
21,570
-329
| -2% | -$19.4K | 0.02% | 582 |
|
|
2023
Q2 | $1.42M | Sell |
21,899
-5,075
| -19% | -$330K | 0.02% | 551 |
|
|
2023
Q1 | $1.48M | Sell |
26,974
-133
| -0.5% | -$7.32K | 0.02% | 536 |
|
|
2022
Q4 | $1.43M | Buy |
27,107
+1,770
| +7% | +$93.5K | 0.02% | 529 |
|
|
2022
Q3 | $1.1M | Sell |
25,337
-811
| -3% | -$35K | 0.02% | 549 |
|
|
2022
Q2 | $1.27M | Buy |
26,148
+5,021
| +24% | +$243K | 0.03% | 512 |
|
|
2022
Q1 | $1.16M | Buy |
21,127
+252
| +1% | +$13.8K | 0.02% | 548 |
|
|
2021
Q4 | $994K | Sell |
20,875
-266
| -1% | -$12.7K | 0.02% | 612 |
|
|
2021
Q3 | $833K | Sell |
21,141
-1,159
| -5% | -$45.7K | 0.02% | 644 |
|
|
2021
Q2 | $851K | Buy |
22,300
+6,795
| +44% | +$259K | 0.02% | 667 |
|
|
2021
Q1 | $595K | Sell |
15,505
-3,445
| -18% | -$132K | 0.01% | 696 |
|
|
2020
Q4 | $586K | Buy |
18,950
+9
| +0% | +$278 | 0.01% | 671 |
|
|
2020
Q3 | $424K | Sell |
18,941
-417
| -2% | -$9.34K | 0.01% | 722 |
|
|
2020
Q2 | $437K | Buy |
+19,358
| New | +$437K | 0.01% | 662 |
|