Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-229
Closed -$2.1K 10673
2025
Q1
$2.1K Sell
229
-154,161
-100% -$968K ﹤0.01% 9393
2024
Q4
$1.03M Buy
154,390
+154,361
+532,279% +$1.36M ﹤0.01% 5273
2024
Q3
$295 Sell
29
-78
-73% -$1.14K ﹤0.01% 9017
2024
Q2
$1.66K Sell
107
-4,776
-98% -$80K ﹤0.01% 8529
2024
Q1
$107K Sell
4,883
-325
-6% -$7.21K ﹤0.01% 6198
2023
Q4
$101K Buy
5,208
+2,610
+100% +$47.6K ﹤0.01% 6159
2023
Q3
$47.9K Sell
2,598
-433
-14% -$7.79K ﹤0.01% 6312
2023
Q2
$55.9K Buy
3,031
+2,892
+2,081% +$68.4K ﹤0.01% 6403
2023
Q1
$4.04K Sell
139
-67
-33% -$1.78K ﹤0.01% 8241
2022
Q4
$5.72K Sell
206
-192
-48% -$7.29K ﹤0.01% 9139
2022
Q3
$22K Buy
398
+312
+363% +$17.1K ﹤0.01% 7264
2022
Q2
$5K Sell
86
-443
-84% -$16.3K ﹤0.01% 8914
2022
Q1
$20K Sell
529
-409
-44% -$14.6K ﹤0.01% 7452
2021
Q4
$22K Buy
+938
New +$31.4K ﹤0.01% 7734
2021
Q3
Sell
-307
Closed -$14K 9921
2021
Q2
$14K Sell
307
-67
-18% -$3.42K ﹤0.01% 7711
2021
Q1
$21K Sell
374
-199
-35% -$12.1K ﹤0.01% 7342
2020
Q4
$36K Buy
+573
New +$35.1K ﹤0.01% 6481
2020
Q3
Sell
-334
Closed -$37K 8291
2020
Q2
$37K Sell
334
-501
-60% -$35.7K ﹤0.01% 6121
2020
Q1
$56K Sell
835
-1,124
-57% -$113K ﹤0.01% 5744
2019
Q4
$271K Sell
1,959
-165
-8% -$21.4K ﹤0.01% 5373
2019
Q3
$223K Buy
2,124
+809
+62% +$80.7K ﹤0.01% 5161
2019
Q2
$140K Buy
1,315
+597
+83% +$78.6K ﹤0.01% 5154
2019
Q1
$111K Buy
718
+260
+57% +$30.1K ﹤0.01% 4994
2018
Q4
$43K Sell
458
-139
-23% -$19.9K ﹤0.01% 6232
2018
Q3
$111K Buy
597
+230
+63% +$65.6K ﹤0.01% 5511
2018
Q2
$154K Buy
367
+144
+65% +$48.5K ﹤0.01% 5134
2018
Q1
$67K Buy
223
+53
+31% +$14.7K ﹤0.01% 5500
2017
Q4
$48K Buy
+170
New +$47.8K ﹤0.01% 5869