Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.7K Sell
2025
Q1
$209K Sell
2024
Q4
$607K Buy
2024
Q3
$367K Buy
2024
Q2
$115K Buy
2024
Q1
$32.5K Buy
2023
Q4
$30.3K Buy
2023
Q3
$4.07K Sell
2023
Q2
$100K Buy
2023
Q1
$9.93K Sell
2022
Q4
$551K Buy
2022
Q3
$646K Buy
2022
Q2
$42K Buy
2022
Q1
$59K Sell
2021
Q4
$149K Buy
2021
Q3
$50K Buy