Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-52,446
Closed -$11.9K 9536
2025
Q1
$11.9K Sell
52,446
-48,651
-48% -$22K ﹤0.01% 9189
2024
Q4
$122K Buy
101,097
+48,602
+93% +$51K ﹤0.01% 8672
2024
Q3
$34.3K Sell
52,495
-128,917
-71% -$93.3K ﹤0.01% 9226
2024
Q2
$181K Buy
181,412
+170,213
+1,520% +$202K ﹤0.01% 8462
2024
Q1
$14.1K Sell
11,199
-141,200
-93% -$219K ﹤0.01% 8938
2023
Q4
$416K Sell
152,399
-151,316
-50% -$341K ﹤0.01% 7083
2023
Q3
$689K Buy
303,715
+216,411
+248% +$804K ﹤0.01% 5757
2023
Q2
$381K Sell
87,304
-30,737
-26% -$138K ﹤0.01% 6742
2023
Q1
$525K Buy
118,041
+19,031
+19% +$122K ﹤0.01% 6241
2022
Q4
$834K Buy
99,010
+62,858
+174% +$437K ﹤0.01% 5259
2022
Q3
$221K Sell
36,152
-50,024
-58% -$209K ﹤0.01% 8016
2022
Q2
$269K Buy
86,176
+34,560
+67% +$129K ﹤0.01% 7778
2022
Q1
$294K Buy
51,616
+6,264
+14% +$40.5K ﹤0.01% 8433
2021
Q4
$444K Buy
45,352
+41,261
+1,009% +$3.38M ﹤0.01% 7473
2021
Q3
$433K Sell
4,091
-4,662
-53% -$417K ﹤0.01% 7553
2021
Q2
$747K Buy
+8,753
New +$874K ﹤0.01% 6458
2021
Q1
Sell
-4,942
Closed -$692K 9040
2020
Q4
$692K Sell
4,942
-9,056
-65% -$942K ﹤0.01% 5246
2020
Q3
$1.14M Buy
13,998
+11,144
+390% +$905K ﹤0.01% 3886
2020
Q2
$206K Sell
2,854
-12,097
-81% -$810K ﹤0.01% 6338
2020
Q1
$665K Buy
14,951
+12,392
+484% +$847K ﹤0.01% 3321
2019
Q4
$244K Sell
2,559
-43
-2% -$3.78K ﹤0.01% 4521
2019
Q3
$205K Sell
2,602
-8,186
-76% -$540K ﹤0.01% 4622
2019
Q2
$467K Buy
+10,788
New +$443K ﹤0.01% 3668