Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Hold
2025
Q1
$93K Hold
2024
Q4
$76.6K Buy
2024
Q3
Sell
2024
Q2
$33.9K Hold
2024
Q1
$25K Sell
2023
Q4
$76.8K Hold
2023
Q3
$37.8K Sell
2023
Q2
$34.7K Buy
2022
Q4
Sell
2022
Q3
$64K Sell
2022
Q2
$99K Hold
2022
Q1
$103K Buy
2021
Q4
$86K Buy
2021
Q3
$141K Sell
2021
Q2
$1.23M Sell
2021
Q1
$2.04M Sell
2020
Q4
$2.52M Buy