Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-69,993
Closed -$146K 4359
2025
Q3
$146K Sell
69,993
-6,693
-9% -$29.8K ﹤0.01% 4175
2025
Q2
$561K Hold
76,686
﹤0.01% 3893
2025
Q1
$745K Buy
76,686
+63,885
+499% +$1.38M ﹤0.01% 3792
2024
Q4
$367K Hold
12,801
﹤0.01% 4013
2024
Q3
$576K Sell
12,801
-4
-0% -$272 ﹤0.01% 3934
2024
Q2
$976K Sell
12,805
-1,299
-9% -$138K ﹤0.01% 3798
2024
Q1
$1.71M Buy
14,104
+115
+0.8% +$16K ﹤0.01% 3643
2023
Q4
$2.96M Buy
13,989
+1,734
+14% +$361K ﹤0.01% 3461
2023
Q3
$2.79M Buy
12,255
+1,732
+16% +$570K ﹤0.01% 3480
2023
Q2
$3.65M Buy
10,523
+3,132
+42% +$1.07M ﹤0.01% 3444
2023
Q1
$2.59M Sell
7,391
-1,656
-18% -$623K ﹤0.01% 3582
2022
Q4
$3.24M Sell
9,047
-7,270
-45% -$2.85M ﹤0.01% 3485
2022
Q3
$6.61M Buy
16,317
+195
+1% +$86.2K ﹤0.01% 3164
2022
Q2
$5.7M Sell
16,122
-1,064
-6% -$541K ﹤0.01% 3305
2022
Q1
$10.4M Buy
17,186
+669
+4% +$366K ﹤0.01% 3124
2021
Q4
$10.7M Buy
16,517
+3,728
+29% +$2.34M ﹤0.01% 3168
2021
Q3
$8.19M Buy
12,789
+741
+6% +$498K ﹤0.01% 3367
2021
Q2
$7.95M Buy
12,048
+717
+6% +$489K ﹤0.01% 3327
2021
Q1
$6.05M Buy
11,331
+268
+2% +$157K ﹤0.01% 3428
2020
Q4
$5.39M Buy
11,063
+1,811
+20% +$812K ﹤0.01% 3329
2020
Q3
$3.52M Buy
9,252
+7,885
+577% +$2.92M ﹤0.01% 3310
2020
Q2
$357K Hold
1,367
﹤0.01% 3840
2020
Q1
$84K Hold
1,367
﹤0.01% 3962
2019
Q4
$177K Hold
1,367
﹤0.01% 3958
2019
Q3
$195K Buy
1,367
+483
+55% +$69.9K ﹤0.01% 3965
2019
Q2
$133K Buy
884
+357
+68% +$52.1K ﹤0.01% 4023
2019
Q1
$75K Buy
527
+160
+44% +$28.7K ﹤0.01% 4032
2018
Q4
$59K Sell
367
-3,068
-89% -$541K ﹤0.01% 4055
2018
Q3
$778K Hold
3,435
﹤0.01% 3774
2018
Q2
$916K Buy
+3,435
New +$943K ﹤0.01% 3710