Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
2025
Q1
$66.9K Sell
2024
Q4
$84.5K Sell
2024
Q3
$142K Sell
2024
Q2
$132K Buy
2024
Q1
$96.7K Buy
2023
Q4
$95.8K Buy
2023
Q3
$64.6K Sell
2023
Q2
$103K Buy
2023
Q1
$93.2K Buy
2022
Q4
$80.9K Buy
2022
Q3
$30K Sell
2022
Q2
$106K Buy
2022
Q1
$18K Buy
2021
Q4
$10K Buy