Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-629,159
Closed -$145K 3608
2025
Q1
$145K Hold
629,159
﹤0.01% 3088
2024
Q4
$761K Sell
629,159
-283,818
-31% -$298K ﹤0.01% 2392
2024
Q3
$593K Sell
912,977
-62
-0% -$45 ﹤0.01% 2368
2024
Q2
$913K Sell
913,039
-27,772
-3% -$33K ﹤0.01% 2038
2024
Q1
$1.19M Buy
+940,811
New +$1.46M ﹤0.01% 1936
2023
Q4
Sell
-34,879
Closed -$79.2K 3630
2023
Q3
$79.2K Buy
34,879
+6,643
+24% +$24.7K ﹤0.01% 3263
2023
Q2
$123K Buy
+28,236
New +$127K ﹤0.01% 3178
2022
Q2
Sell
-28,332
Closed -$161K 4124
2022
Q1
$161K Buy
28,332
+4,114
+17% +$26.6K ﹤0.01% 3376
2021
Q4
$237K Sell
24,218
-38,485
-61% -$3.15M ﹤0.01% 3293
2021
Q3
$6.64M Sell
62,703
-22,378
-26% -$2M ﹤0.01% 1360
2021
Q2
$7.26M Buy
85,081
+26,925
+46% +$2.69M ﹤0.01% 1336
2021
Q1
$6.67M Sell
58,156
-23,434
-29% -$2.96M ﹤0.01% 1399
2020
Q4
$11.4M Sell
81,590
-3,790
-4% -$394K 0.01% 980
2020
Q3
$6.96M Sell
85,380
-22,501
-21% -$1.83M ﹤0.01% 1115
2020
Q2
$7.75M Buy
107,881
+94,570
+710% +$6.34M 0.01% 1089
2020
Q1
$593K Sell
13,311
-6,655
-33% -$455K ﹤0.01% 2396
2019
Q4
$1.9M Sell
19,966
-13,824
-41% -$1.22M ﹤0.01% 1996
2019
Q3
$2.66M Buy
33,790
+21,517
+175% +$1.42M ﹤0.01% 1751
2019
Q2
$530K Buy
12,273
+7,531
+159% +$309K ﹤0.01% 3244
2019
Q1
$191K Buy
4,742
+1,987
+72% +$80.3K ﹤0.01% 4026
2018
Q4
$143K Sell
2,755
-16,040
-85% -$804K ﹤0.01% 4045
2018
Q3
$845K Buy
+18,795
New +$771K ﹤0.01% 3454