Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$289K Sell
2024
Q3
$293K Buy
2024
Q2
$273K Buy
2023
Q2
Sell
2023
Q1
$25.6K Sell
2022
Q4
$48.6K Sell
2022
Q3
$103K Sell
2022
Q2
$129K Buy
2022
Q1
$88K Sell
2021
Q4
$151K Buy
2021
Q3
$132K Sell
2021
Q2
$163K Buy
2021
Q1
$142K Buy
2020
Q4
$27K Buy
2020
Q3
$14K Buy
2020
Q2
$13K Sell
2020
Q1
$11K Hold
2019
Q4
$13K Buy