Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.8K Hold
2025
Q1
$58.5K Sell
2024
Q4
$77.4K Sell
2024
Q3
$78.2K Sell
2024
Q2
$102K Sell
2024
Q1
$153K Sell
2023
Q4
$326K Hold
2023
Q3
$243K Hold
2023
Q2
$258K Hold
2023
Q1
$192K Buy
2022
Q4
$166K Hold
2022
Q3
$172K Buy
2022
Q2
$202K Sell
2022
Q1
$263K Sell
2021
Q4
$559K Buy
2021
Q3
$421K Buy
2021
Q2
$360K Buy
2021
Q1
$294K Buy
2020
Q4
$246K Sell
2020
Q3
$352K Buy
2020
Q2
$311K Hold
2020
Q1
$192K Buy