Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$84.7K Sell
2025
Q1
$120K Hold
2024
Q4
$107K Hold
2024
Q3
$126K Hold
2024
Q2
$112K Hold
2024
Q1
$105K Sell
2023
Q4
$98.8K Sell
2023
Q3
$115K Sell
2023
Q2
$133K Sell
2023
Q1
$127K Sell
2022
Q4
$131K Sell
2022
Q3
$115K Sell
2022
Q2
$334K Sell
2022
Q1
$430K Sell
2021
Q4
$692K Sell
2021
Q3
$746K Sell
2021
Q2
$878K Sell
2021
Q1
$1.43M Sell
2020
Q4
$2.48M Sell
2020
Q3
$2.36M Sell
2020
Q2
$2.61M Sell
2020
Q1
$2.44M Buy
2019
Q4
$2.25M Buy
2019
Q3
$656K Buy