Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,596
Closed -$11K 3174
2025
Q1
$11K Buy
+13,596
New +$13.1K ﹤0.01% 2347
2022
Q4
Sell
-81,588
Closed -$273K 2859
2022
Q3
$273K Sell
81,588
-90,487
-53% -$408K ﹤0.01% 2055
2022
Q2
$626K Buy
172,075
+74,387
+76% +$337K 0.01% 1326
2022
Q1
$706K Buy
+97,688
New +$833K 0.01% 1379