Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$83.5K Sell
2025
Q1
$89.8K Sell
2024
Q4
$82.1K Sell
2024
Q3
$98.8K Sell
2024
Q2
$142K Buy
2024
Q1
$193K Sell
2023
Q4
$230K Buy
2023
Q3
$84.6K Buy
2023
Q2
$74.9K Sell
2023
Q1
$95K Sell
2022
Q4
$86.8K Sell
2022
Q3
$154K Sell
2022
Q2
$267K Sell
2022
Q1
$366K Buy
2021
Q4
$219K Buy
2021
Q3
$108K Buy
2021
Q2
$113K Buy
2020
Q4
$205K Buy