Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
2025
Q1
$318K Buy
2024
Q4
$275K Sell
2024
Q3
$333K Buy
2024
Q2
$296K Buy
2024
Q1
$41.6K Buy
2023
Q4
$33.3K Sell
2023
Q3
$188K Sell
2023
Q2
$237K Sell
2023
Q1
$358K Sell
2022
Q4
$388K Buy
2022
Q3
$336K Buy
2022
Q2
$379K Buy
2022
Q1
$344K Buy
2021
Q4
$333K Buy
2021
Q3
$297K Buy
2021
Q1
Sell
2020
Q4
$0 Buy