Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16K Sell
2025
Q1
$7.1K Sell
2024
Q4
$50.8K Sell
2024
Q3
$108K Buy
2024
Q2
$97.3K Buy
2024
Q1
$103K Buy
2023
Q3
Sell
2023
Q2
$158K Sell
2023
Q1
$223K Sell
2022
Q4
$241K Sell
2022
Q3
$294K Sell
2022
Q2
$289K Buy
2022
Q1
$247K Buy
2021
Q4
$192K Buy
2021
Q3
$10K Hold
2021
Q2
$11K Hold
2021
Q1
$9K Hold
2020
Q4
$8K Sell
2020
Q3
$11K Buy