Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.4K Hold
2025
Q1
$47.7K Sell
2024
Q4
$848K Buy
2024
Q3
$30K Sell
2024
Q2
$42.8K Sell
2024
Q1
$409K Sell
2023
Q4
$533K Sell
2023
Q3
$613K Buy
2023
Q2
$928K Sell
2023
Q1
$1.09M Sell
2022
Q4
$732K Buy
2022
Q3
$459K Sell
2022
Q2
$773K Buy
2022
Q1
$670K Sell
2021
Q4
$937K Buy
2021
Q3
$1.85M Hold
2021
Q2
$1.99M Buy
2021
Q1
Sell
2020
Q4
$476K Sell
2020
Q3
$337K Buy