Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-770
Closed -$175 3541
2025
Q1
$175 Hold
770
﹤0.01% 3399
2024
Q4
$932 Hold
770
﹤0.01% 3124
2024
Q3
$503 Hold
770
﹤0.01% 3184
2024
Q2
$770 Sell
770
-459
-37% -$545 ﹤0.01% 3021
2024
Q1
$1.55K Hold
1,229
﹤0.01% 2859
2023
Q4
$3.35K Sell
1,229
-8,608
-88% -$19.4K ﹤0.01% 2643
2023
Q3
$22.3K Hold
9,837
﹤0.01% 1782
2023
Q2
$42.9K Hold
9,837
﹤0.01% 1478
2023
Q1
$43.8K Buy
9,837
+154
+2% +$985 ﹤0.01% 1434
2022
Q4
$81.5K Buy
9,683
+8,608
+801% +$59.8K ﹤0.01% 1071
2022
Q3
$7K Buy
1,075
+41
+4% +$172 ﹤0.01% 2126
2022
Q2
$3K Buy
1,034
+264
+34% +$986 ﹤0.01% 2411
2022
Q1
$4K Sell
770
-48
-6% -$310 ﹤0.01% 2343
2021
Q4
$8K Buy
818
+41
+5% +$3.36K ﹤0.01% 2189
2021
Q3
$82K Buy
777
+7
+0.9% +$625 ﹤0.01% 1061
2021
Q2
$66K Sell
770
-17
-2% -$1.7K ﹤0.01% 1104
2021
Q1
$90K Buy
787
+7
+0.9% +$884 ﹤0.01% 921
2020
Q4
$109K Sell
780
-346
-31% -$36K 0.01% 779
2020
Q3
$92K Sell
1,126
-59
-5% -$4.79K 0.01% 818
2020
Q2
$85K Sell
1,185
-100
-8% -$6.7K 0.01% 822
2020
Q1
$57K Buy
+1,285
New +$87.9K ﹤0.01% 885