Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-70,000
Closed -$130K 47
2025
Q1
$130K Hold
70,000
0.08% 50
2024
Q4
$84.7K Sell
70,000
-20,000
-22% -$32K 0.03% 50
2024
Q3
$171K Buy
90,000
+45,000
+100% +$58.9K 0.07% 34
2024
Q2
$56.7K Hold
45,000
0.04% 48
2024
Q1
$92.3K Buy
+45,000
New +$96.2K 0.06% 43