Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
2025
Q1
$631K Buy
2024
Q4
$13.2K Sell
2024
Q3
$19.7K Buy
2024
Q2
$13.9K Sell
2024
Q1
$15K Hold
2023
Q4
$15.4K Sell
2023
Q3
$17.9K Buy
2023
Q2
$16.1K Buy
2023
Q1
$10.1K Sell
2022
Q4
$19.8K Buy
2022
Q3
$3K Sell
2022
Q2
$9K Buy
2021
Q4
$15K Buy
2021
Q3
$9K Buy