Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$35.3K Buy
2024
Q3
$2.6K Sell
2024
Q2
$3.04K Sell
2024
Q1
$8.48K Buy
2022
Q1
Sell
2021
Q4
$912K Hold
2021
Q3
$688K Buy
2021
Q2
$618K Sell
2021
Q1
$964K Sell
2020
Q4
$1M Buy
2020
Q3
$859K Buy
2020
Q2
$732K Buy
2020
Q1
$394K Hold
2019
Q4
$442K Hold
2019
Q3
$447K Buy