Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$140K Sell
16,656
-2,977
-15% -$31.9K ﹤0.01% 933
2025
Q4
$265K Buy
+19,633
New +$313K ﹤0.01% 742
2025
Q3
Sell
-10,170
Closed -$250K 849
2025
Q2
$250K Buy
+10,170
New +$232K ﹤0.01% 486
2025
Q1
Sell
-7,251
Closed -$250K 687
2024
Q4
$250K Buy
+7,251
New +$225K ﹤0.01% 488
2024
Q3
Sell
-7,544
Closed -$218K 624
2024
Q2
$218K Sell
7,544
-8,853
-54% -$227K 0.01% 486
2024
Q1
$444K Sell
16,397
-13,660
-45% -$384K 0.01% 267
2023
Q4
$863K Buy
+30,057
New +$827K 0.03% 236

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