Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$1.26K 6685
2024
Q1
$1.26K Sell
1,000
-14,300
-93% -$22.2K ﹤0.01% 6586
2023
Q4
$41.8K Buy
+15,300
New +$34.5K ﹤0.01% 5202
2023
Q3
Sell
-5,000
Closed -$21.8K 7633
2023
Q2
$21.8K Buy
+5,000
New +$22.5K ﹤0.01% 5940
2022
Q2
Sell
-11,300
Closed -$64K 7767
2022
Q1
$64K Sell
11,300
-148,000
-93% -$957K ﹤0.01% 5906
2021
Q4
$1.56M Buy
159,300
+155,200
+3,785% +$12.7M 0.03% 2871
2021
Q3
$434K Buy
4,100
+3,700
+925% +$331K 0.01% 4349
2021
Q2
$34K Sell
400
-1,800
-82% -$180K ﹤0.01% 6867
2021
Q1
$253K Buy
2,200
+1,100
+100% +$139K 0.01% 4771
2020
Q4
$154K Sell
1,100
-2,800
-72% -$291K ﹤0.01% 4254
2020
Q3
$318K Sell
3,900
-100
-3% -$8.12K 0.01% 3263
2020
Q2
$287K Sell
4,000
-4,600
-53% -$308K 0.02% 3083
2020
Q1
$383K Sell
8,600
-5,300
-38% -$362K 0.04% 2239
2019
Q4
$1.33M Buy
13,900
+13,500
+3,375% +$1.19M 0.1% 1637
2019
Q3
$31K Buy
+400
New +$26.4K ﹤0.01% 4190