Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58.4K Sell
40,558
-6,037
-13% -$10.9K 0.01% 217
2026
Q1
$84.3K Sell
46,595
-1,495
-3% -$2.73K 0.01% 203
2025
Q4
$88.5K Sell
48,090
-23,263
-33% -$58.8K 0.01% 203
2025
Q3
$178K Sell
71,353
-3,756
-5% -$9K 0.03% 210
2025
Q2
$77.4K Sell
75,109
-3,058
-4% -$2.19K 0.01% 197
2025
Q1
$44.6K Sell
78,167
-1,616
-2% -$1.52K 0.01% 194
2024
Q4
$101K Sell
79,783
-2,953
-4% -$3.41K 0.02% 194
2024
Q3
$94.3K Sell
82,736
-3,253
-4% -$4.41K 0.02% 191
2024
Q2
$168K Sell
85,989
-2,659
-3% -$5.29K 0.03% 181
2024
Q1
$111K Buy
+88,648
New +$129K 0.02% 191
2023
Q4
Sell
-155,387
Closed -$979K 194
2023
Q3
$979K Buy
155,387
+52,976
+52% +$425K 0.22% 78
2023
Q2
$554K Sell
102,411
-18,844
-16% -$117K 0.13% 116
2023
Q1
$1.15M Buy
121,255
+20,747
+21% +$358K 0.27% 69
2022
Q4
$1.45M Sell
100,508
-9,995
-9% -$259K 0.34% 59
2022
Q3
$3.68M Buy
110,503
+78,699
+247% +$4.39M 0.89% 30
2022
Q2
$1.82M Buy
31,804
+2,449
+8% +$331K 0.43% 55
2022
Q1
$4.82M Buy
29,355
+5,006
+21% +$574K 0.98% 25
2021
Q4
$3.54M Buy
24,349
+8,521
+54% +$1.31M 0.74% 41
2021
Q3
$2.6M Sell
15,828
-2,052
-11% -$568K 0.59% 50
2021
Q2
$5.38M Buy
+17,880
New +$5.36M 1.22% 22