Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$548K Buy
4,364
+585
+15% +$87.9K ﹤0.01% 903
2025
Q4
$554K Sell
3,779
-3
-0.1% -$489 ﹤0.01% 841
2025
Q3
$676K Buy
3,782
+442
+13% +$57.9K ﹤0.01% 775
2025
Q2
$379K Sell
3,340
-7
-0.2% -$829 ﹤0.01% 950
2025
Q1
$443K Buy
3,347
+161
+5% +$18.6K ﹤0.01% 885
2024
Q4
$270K Sell
3,186
-265
-8% -$25K ﹤0.01% 1052
2024
Q3
$366K Sell
3,451
-653
-16% -$53.4K ﹤0.01% 995
2024
Q2
$295K Sell
4,104
-639
-13% -$49K ﹤0.01% 1031
2024
Q1
$343K Buy
4,743
+106
+2% +$7.77K ﹤0.01% 977
2023
Q4
$359K Sell
4,637
-349
-7% -$27.8K ﹤0.01% 956
2023
Q3
$432K Sell
4,986
-160
-3% -$14.6K ﹤0.01% 837
2023
Q2
$429K Sell
5,146
-14
-0.3% -$1.23K ﹤0.01% 848
2023
Q1
$527K Buy
5,160
+714
+16% +$71.5K ﹤0.01% 784
2022
Q4
$392K Sell
4,446
-1,983
-31% -$156K ﹤0.01% 882
2022
Q3
$514K Buy
6,429
+89
+1% +$8.48K ﹤0.01% 746
2022
Q2
$720K Buy
6,340
+1,852
+41% +$182K 0.01% 636
2022
Q1
$488K Sell
4,488
-470
-9% -$54.1K ﹤0.01% 839
2021
Q4
$589K Sell
4,958
-1,581
-24% -$230K ﹤0.01% 794
2021
Q3
$968K Sell
6,539
-3,600
-36% -$655K 0.01% 626
2021
Q2
$2.3M Sell
10,139
-253
-2% -$56.2K 0.02% 440
2021
Q1
$2.36M Buy
10,392
+1,856
+22% +$456K 0.02% 419
2020
Q4
$1.99M Buy
8,536
+915
+12% +$254K 0.02% 434
2020
Q3
$2.24M Sell
7,621
-11,688
-61% -$3.08M 0.02% 388
2020
Q2
$4.17M Buy
19,309
+14,159
+275% +$2.95M 0.04% 290
2020
Q1
$1M Buy
5,150
+99
+2% +$20.7K 0.01% 438
2019
Q4
$1.07M Buy
5,051
+256
+5% +$48K 0.01% 469
2019
Q3
$802K Buy
4,795
+117
+3% +$20.1K 0.01% 514
2019
Q2
$793K Buy
4,678
+180
+4% +$31.1K 0.01% 483
2019
Q1
$821K Buy
4,498
+33
+0.7% +$5.55K 0.01% 447
2018
Q4
$612K Buy
4,465
+155
+4% +$22.9K 0.01% 479
2018
Q3
$710K Sell
4,310
-533
-11% -$94.3K 0.01% 481
2018
Q2
$898K Buy
4,843
+166
+4% +$31.6K 0.01% 430
2018
Q1
$859K Buy
4,677
+186
+4% +$35K 0.01% 436
2017
Q4
$774K Buy
4,491
+488
+12% +$87.4K 0.01% 453
2017
Q3
$692K Buy
4,003
+80
+2% +$13K 0.01% 468
2017
Q2
$552K Buy
3,923
+745
+23% +$92K 0.01% 506
2017
Q1
$343K Buy
3,178
+323
+11% +$32.9K ﹤0.01% 634
2016
Q4
$250K Buy
2,855
+845
+42% +$81.4K ﹤0.01% 712
2016
Q3
$213K Sell
2,010
-719
-26% -$66.6K ﹤0.01% 755
2016
Q2
$217K Sell
2,729
-107
-4% -$8.37K ﹤0.01% 750
2016
Q1
$224K Sell
2,836
-159
-5% -$11.2K ﹤0.01% 727
2015
Q4
$243K Buy
+2,995
New +$235K ﹤0.01% 709
2015
Q3
Sell
-2,965
Closed -$244K 797
2015
Q2
$244K Sell
2,965
-15
-0.5% -$1.29K ﹤0.01% 728
2015
Q1
$248K Buy
2,980
+310
+12% +$28K ﹤0.01% 720
2014
Q4
$277K Buy
+2,670
New +$274K ﹤0.01% 701

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