Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$510K Buy
106,349
+7,315
+7% +$47.3K ﹤0.01% 7990
2025
Q4
$810K Buy
99,034
+60,569
+157% +$390K ﹤0.01% 6584
2025
Q3
$227K Buy
38,465
+11,991
+45% +$85K ﹤0.01% 9431
2025
Q2
$222K Sell
26,474
-5,496
-17% -$40K ﹤0.01% 8376
2025
Q1
$203K Buy
31,970
+10,755
+51% +$93.1K ﹤0.01% 8428
2024
Q4
$187K Sell
21,215
-1,788
-8% -$18.2K ﹤0.01% 8455
2024
Q3
$204K Buy
23,003
+18,996
+474% +$188K ﹤0.01% 8617
2024
Q2
$41.2K Buy
4,007
+1,684
+72% +$22K ﹤0.01% 8957
2024
Q1
$35.2K Buy
+2,323
New +$33.6K ﹤0.01% 8817
2023
Q4
Sell
-9,865
Closed -$198K 9259
2023
Q3
$198K Buy
+9,865
New +$145K ﹤0.01% 7630
2023
Q2
Sell
-455
Closed -$6.78K 8816
2023
Q1
$6.78K Sell
455
-579
-56% -$9.38K ﹤0.01% 8782
2022
Q4
$12K Buy
1,034
+504
+95% +$8.31K ﹤0.01% 8733
2022
Q3
$10K Buy
+530
New +$14.3K ﹤0.01% 9346
2022
Q2
Sell
-1,964
Closed -$61K 9832
2022
Q1
$61K Buy
1,964
+1,547
+371% +$56.5K ﹤0.01% 9630
2021
Q4
$19K Sell
417
-106
-20% -$6.71K ﹤0.01% 9805
2021
Q3
$43K Buy
+523
New +$45.8K ﹤0.01% 9596

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