Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-322,697
Closed -$73.4K 1431
2025
Q1
$73.4K Buy
322,697
+59,320
+23% +$26.8K ﹤0.01% 1252
2024
Q4
$319K Sell
263,377
-725
-0.3% -$761 0.01% 1047
2024
Q3
$173K Hold
264,102
0.01% 1408
2024
Q2
$264K Buy
264,102
+10,636
+4% +$12.6K 0.01% 1194
2024
Q1
$319K Buy
253,466
+201,912
+392% +$314K 0.01% 1174
2023
Q4
$141K Sell
51,554
-119,607
-70% -$269K ﹤0.01% 1390
2023
Q3
$389K Buy
171,161
+14,964
+10% +$55.6K 0.01% 1151
2023
Q2
$681K Buy
156,197
+142,423
+1,034% +$641K 0.02% 979
2023
Q1
$61.3K Buy
13,774
+2,259
+20% +$14.4K ﹤0.01% 2005
2022
Q4
$97K Buy
+11,515
New +$80K ﹤0.01% 1795
2022
Q3
Sell
-10,745
Closed -$34K 2213
2022
Q2
$34K Buy
+10,745
New +$40.1K ﹤0.01% 2128
2021
Q4
Sell
-3,126
Closed -$256K 1833
2021
Q3
$331K Sell
3,126
-604
-16% -$54K 0.01% 1280
2021
Q2
$318K Buy
3,730
+430
+13% +$43K 0.01% 1239
2021
Q1
$379K Buy
+3,300
New +$417K 0.02% 1084
2020
Q3
Sell
-3,088
Closed -$222K 1028
2020
Q2
$222K Buy
+3,088
New +$207K 0.02% 777
2019
Q4
Sell
-23,688
Closed -$2.08M 837
2019
Q3
$1.86M Buy
+23,688
New +$1.56M 0.22% 165