Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$78.8K Sell
2024
Q4
$73.5K Sell
2024
Q3
$74.8K Buy
2024
Q2
$63.2K Buy
2024
Q1
$55.7K Sell
2023
Q4
$586K Sell
2023
Q3
$677K Sell
2023
Q2
$703K Sell
2023
Q1
$699K Sell
2022
Q4
$662K Sell
2022
Q3
$600K Sell
2022
Q2
$701K Buy
2022
Q1
$317K Buy
2019
Q1
Sell
2018
Q4
$313K Buy
2018
Q3
$339K Buy