Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1K Hold
2024
Q4
$5K Hold
2024
Q3
$7K Hold
2024
Q2
$12K Sell
2024
Q1
$95K Sell
2023
Q4
$238K Sell
2023
Q3
$189K Buy
2023
Q2
$264K Buy
2023
Q1
$461K Sell
2022
Q4
$527K Buy
2022
Q3
$582K Buy
2022
Q2
$482K Sell
2022
Q1
$661K Sell
2021
Q4
$893K Sell
2021
Q3
$1.1M Sell
2021
Q2
$1.07M Buy
2021
Q1
$270K Sell
2020
Q4
$277K Buy