Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$175K Sell
20,740
-9,672
-32% -$104K ﹤0.01% 3903
2025
Q4
$411K Sell
30,412
-12,475
-29% -$199K ﹤0.01% 3696
2025
Q3
$744K Buy
42,887
+4,536
+12% +$94.7K ﹤0.01% 3485
2025
Q2
$942K Sell
38,351
-18,480
-33% -$422K ﹤0.01% 3292
2025
Q1
$1.2M Sell
56,831
-2,814
-5% -$79.9K ﹤0.01% 3133
2024
Q4
$2.05M Buy
59,645
+12,504
+27% +$388K ﹤0.01% 2905
2024
Q3
$1.14M Sell
47,141
-10,263
-18% -$261K ﹤0.01% 3163
2024
Q2
$1.66M Sell
57,404
-34,090
-37% -$876K ﹤0.01% 2944
2024
Q1
$2.45M Buy
91,494
+36,826
+67% +$1.03M ﹤0.01% 2776
2023
Q4
$1.57M Sell
54,668
-1,347
-2% -$37.1K ﹤0.01% 2993
2023
Q3
$1.43M Buy
56,015
+22,311
+66% +$745K ﹤0.01% 2982
2023
Q2
$1.23M Buy
33,704
+4,925
+17% +$139K ﹤0.01% 3084
2023
Q1
$966K Sell
28,779
-914
-3% -$18.7K ﹤0.01% 3173
2022
Q4
$332K Buy
29,693
+899
+3% +$11.3K ﹤0.01% 3553
2022
Q3
$360K Sell
28,794
-8,711
-23% -$156K ﹤0.01% 3510
2022
Q2
$685K Buy
37,505
+12,899
+52% +$237K ﹤0.01% 3272
2022
Q1
$558K Sell
24,606
-26,937
-52% -$649K ﹤0.01% 3443
2021
Q4
$1.63M Buy
51,543
+7,762
+18% +$314K ﹤0.01% 3042
2021
Q3
$2.03M Buy
43,781
+36,536
+504% +$1.86M ﹤0.01% 2869
2021
Q2
$453K Buy
+7,245
New +$450K ﹤0.01% 3492

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