Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Hold
2025
Q1
$114K Sell
2024
Q4
$124K Sell
2024
Q3
$131K Sell
2024
Q2
$114K Sell
2024
Q1
$155K Sell
2023
Q4
$311K Sell
2023
Q3
$491K Buy
2023
Q2
$457K Buy
2023
Q1
$357K Sell
2022
Q4
$542K Sell
2022
Q3
$531K Buy
2022
Q2
$620K Buy
2022
Q1
$628K Buy
2021
Q4
$694K Buy
2021
Q3
$166K Sell
2021
Q2
$548K Buy
2021
Q1
$444K Buy
2020
Q4
$94K Buy