Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
8,218
-21
| -0.3% | -$1.53K | 0.01% | 888 |
|
|
2025
Q1 | $645K | Buy |
8,239
+124
| +2% | +$9.7K | 0.01% | 856 |
|
|
2024
Q4 | $550K | Buy |
8,115
+355
| +5% | +$24.1K | 0.01% | 924 |
|
|
2024
Q3 | $522K | Buy |
7,760
+151
| +2% | +$10.2K | 0.01% | 925 |
|
|
2024
Q2 | $462K | Sell |
7,609
-136
| -2% | -$8.26K | ﹤0.01% | 932 |
|
|
2024
Q1 | $475K | Buy |
7,745
+235
| +3% | +$14.4K | 0.01% | 955 |
|
|
2023
Q4 | $468K | Sell |
7,510
-3
| -0% | -$187 | 0.01% | 955 |
|
|
2023
Q3 | $425K | Sell |
7,513
-133
| -2% | -$7.53K | 0.01% | 947 |
|
|
2023
Q2 | $485K | Sell |
7,646
-471
| -6% | -$29.9K | 0.01% | 923 |
|
|
2023
Q1 | $569K | Buy |
8,117
+58
| +0.7% | +$4.07K | 0.01% | 876 |
|
|
2022
Q4 | $555K | Sell |
8,059
-34
| -0.4% | -$2.34K | 0.01% | 859 |
|
|
2022
Q3 | $504K | Buy |
8,093
+70
| +0.9% | +$4.36K | 0.01% | 843 |
|
|
2022
Q2 | $597K | Buy |
8,023
+463
| +6% | +$34.5K | 0.01% | 788 |
|
|
2022
Q1 | $543K | Sell |
7,560
-68
| -0.9% | -$4.88K | 0.01% | 870 |
|
|
2021
Q4 | $497K | Sell |
7,628
-29
| -0.4% | -$1.89K | 0.01% | 902 |
|
|
2021
Q3 | $468K | Sell |
7,657
-451
| -6% | -$27.6K | 0.01% | 919 |
|
|
2021
Q2 | $586K | Buy |
8,108
+2,431
| +43% | +$176K | 0.01% | 842 |
|
|
2021
Q1 | $419K | Sell |
5,677
-1,168
| -17% | -$86.2K | 0.01% | 856 |
|
|
2020
Q4 | $438K | Sell |
6,845
-20
| -0.3% | -$1.28K | 0.01% | 804 |
|
|
2020
Q3 | $365K | Sell |
6,865
-42
| -0.6% | -$2.23K | 0.01% | 785 |
|
|
2020
Q2 | $454K | Buy |
+6,907
| New | +$454K | 0.01% | 649 |
|