Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$62.6K Sell
2025
Q2
$44.9K Sell
2025
Q1
$40.3K Sell
2024
Q4
$54.7K Sell
2024
Q3
$77.6K Sell
2024
Q2
$13.1K Sell
2024
Q1
$29.8K Sell
2023
Q4
$35.3K Sell
2023
Q3
$28.6K Sell
2023
Q2
$53.6K Sell
2023
Q1
$178K Buy
2022
Q4
$343K Buy
2022
Q3
$477K Buy
2022
Q2
$671K Buy
2022
Q1
$209K Buy
2021
Q4
$184K Buy
2021
Q3
$150K Buy
2021
Q2
$154K Buy
2017
Q1
Sell
2016
Q4
$7K Buy