Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,553
Closed -$4.91K 2788
2025
Q1
$4.91K Buy
+21,553
New +$9.73K ﹤0.01% 2756
2024
Q2
Sell
-43,138
Closed -$54.4K 2654
2024
Q1
$54.4K Buy
+43,138
New +$67K ﹤0.01% 2562
2022
Q3
Sell
-14,797
Closed -$46K 2648
2022
Q2
$46K Buy
+14,797
New +$55.3K ﹤0.01% 2610
2021
Q2
Sell
-6,289
Closed -$880K 2535
2021
Q1
$880K Hold
6,289
﹤0.01% 1807
2020
Q4
$880K Buy
+6,289
New +$654K ﹤0.01% 1748
2020
Q1
Sell
-7,604
Closed -$725K 2336
2019
Q4
$725K Buy
7,604
+1,004
+15% +$88.3K ﹤0.01% 1771
2019
Q3
$519K Buy
+6,600
New +$436K ﹤0.01% 1874