Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
2025
Q1
$124K Buy
2024
Q4
$88.1K Sell
2024
Q3
$112K Sell
2024
Q2
$107K Sell
2024
Q1
$124K Sell
2023
Q4
$114K Buy
2023
Q3
$34.9K Sell
2023
Q2
$80.9K Sell
2023
Q1
$82.1K Buy
2022
Q3
Sell
2022
Q2
$20.9K Hold
2022
Q1
$25.5K Hold
2021
Q4
$32.2K Sell
2021
Q3
$46.6K Hold
2021
Q2
$48.5K Buy
2021
Q1
$28.2K Buy