Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-936
Closed -$24.2K 4908
2025
Q3
$24.2K Buy
936
+11
+1% +$291 ﹤0.01% 2489
2025
Q2
$23K Sell
925
-3,654
-80% -$92K ﹤0.01% 2466
2025
Q1
$136K Sell
4,579
-26
-0.6% -$759 ﹤0.01% 1355
2024
Q4
$125K Buy
4,605
+61
+1% +$1.81K ﹤0.01% 1353
2024
Q3
$137K Sell
4,544
-349
-7% -$11K ﹤0.01% 1272
2024
Q2
$162K Sell
4,893
-381
-7% -$13K 0.01% 1138
2024
Q1
$189K Sell
5,274
-327
-6% -$9.78K 0.01% 1027
2023
Q4
$164K Buy
5,601
+319
+6% +$9.87K 0.01% 1041
2023
Q3
$188K Sell
5,282
-334
-6% -$11.9K 0.01% 992
2023
Q2
$174K Sell
5,616
-1,530
-21% -$42.1K 0.01% 1089
2023
Q1
$64.7K Sell
7,146
-2,257
-24% -$67.4K ﹤0.01% 1446
2022
Q4
$89K Sell
9,403
-838
-8% -$23.1K ﹤0.01% 1817
2022
Q3
$98K Buy
10,241
+418
+4% +$8.62K ﹤0.01% 1869
2022
Q2
$94K Hold
9,823
﹤0.01% 1719
2022
Q1
$94K Buy
9,823
+992
+11% +$23K ﹤0.01% 1719
2021
Q4
$179K Buy
8,831
+17
+0.2% +$400 ﹤0.01% 998
2021
Q3
$197K Buy
8,814
+857
+11% +$19.6K ﹤0.01% 957
2021
Q2
$206K Sell
7,957
-101
-1% -$2.46K ﹤0.01% 890
2021
Q1
$175K Buy
8,058
+1,401
+21% +$27.2K ﹤0.01% 901
2020
Q4
$100K Buy
6,657
+4,142
+165% +$46K ﹤0.01% 1136
2020
Q3
$19K Sell
2,515
-296
-11% -$2.85K ﹤0.01% 1671
2020
Q2
$25K Buy
2,811
+459
+20% +$4.21K ﹤0.01% 1481
2020
Q1
$15K Buy
2,352
+100
+4% +$2.08K ﹤0.01% 1593
2019
Q4
$76K Buy
2,252
+924
+70% +$25.2K 0.01% 1075
2019
Q3
$34K Buy
+1,328
New +$38.8K ﹤0.01% 1526
2019
Q1
$1K Sell
20
-1,357
-99% -$50.2K ﹤0.01% 2186
2018
Q4
$38K Sell
1,377
-47
-3% -$1.73K ﹤0.01% 1759
2018
Q3
$62K Buy
1,424
+1,290
+963% +$54.1K ﹤0.01% 1771
2018
Q2
$6K Buy
+134
New +$5.48K ﹤0.01% 3145