Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-177,930
Closed -$40.5K 604
2025
Q1
$40.5K Sell
177,930
-182,801
-51% -$82.6K ﹤0.01% 569
2024
Q4
$436K Sell
360,731
-149,798
-29% -$157K 0.02% 409
2024
Q3
$333K Buy
510,529
+160,529
+46% +$116K 0.02% 492
2024
Q2
$350K Buy
+350,000
New +$416K 0.02% 454
2022
Q4
Sell
-99,900
Closed -$611K 533
2022
Q3
$611K Sell
99,900
-186,574
-65% -$781K 0.05% 298
2022
Q2
$897K Sell
286,474
-70,706
-20% -$264K 0.06% 269
2022
Q1
$2.02M Sell
357,180
-34,691
-9% -$224K 0.13% 170
2021
Q4
$3.84M Buy
+391,871
New +$32.1M 0.24% 109