Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$77.9K Buy
2024
Q2
Sell
2024
Q1
$156K Buy
2023
Q3
Sell
2023
Q2
$158K Buy
2023
Q1
$203K Sell
2022
Q4
$236K Buy
2022
Q3
Sell
2022
Q2
$133K Sell
2022
Q1
$2.22M Sell
2021
Q4
$7.42M Buy
2021
Q3
$5.19M Buy
2021
Q2
$6.2M Buy
2021
Q1
$2.64M Sell
2020
Q4
$5.78M Sell
2020
Q3
$7.79M Buy
2020
Q2
$223K Buy