Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$147K Buy
2024
Q3
$127K Buy
2024
Q2
$68.3K Buy
2024
Q1
$61K Buy
2023
Q4
Sell
2023
Q3
$65.1K Buy
2022
Q3
Sell
2022
Q2
$26K Buy
2022
Q1
$24K Sell
2021
Q4
$784K Buy
2021
Q3
$624K Buy
2021
Q2
$429K Buy
2021
Q1
$425K Sell
2020
Q4
$437K Buy
2020
Q3
$377K Buy
2020
Q2
$339K Buy