Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-17,270
Closed -$35K 3489
2025
Q3
$35K Buy
+17,270
New +$76.8K ﹤0.01% 2637
2024
Q1
Sell
-1,467
Closed -$310K 2596
2023
Q4
$310K Buy
+1,467
New +$306K ﹤0.01% 1612
2023
Q1
Sell
-415
Closed -$148K 2746
2022
Q4
$148K Buy
415
+57
+16% +$22.4K ﹤0.01% 1996
2022
Q3
$144K Sell
358
-214
-37% -$94.6K ﹤0.01% 2302
2022
Q2
$202K Buy
+572
New +$291K ﹤0.01% 2242
2022
Q1
Sell
-633
Closed -$408K 3378
2021
Q4
$408K Buy
+633
New +$397K ﹤0.01% 2058