Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Hold
1,175
0.08% 96
2026
Q1
$285K Sell
1,175
-50
-4% -$13.5K 0.09% 96
2025
Q4
$366K Buy
1,225
+50
+4% +$15K 0.11% 92
2025
Q3
$332K Sell
1,175
-10
-0.8% -$2.62K 0.1% 93
2025
Q2
$349K Sell
1,185
-1
-0.1% -$258 0.12% 91
2025
Q1
$295K Buy
+1,186
New +$290K 0.11% 89
2021
Q3
Sell
-6,527
Closed -$915K 116
2021
Q2
$915K Buy
6,527
+46
+0.7% +$6.29K 0.51% 64
2021
Q1
$826K Buy
6,481
+1,036
+19% +$124K 0.5% 66
2020
Q4
$647K Buy
+5,445
New +$629K 0.43% 69

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