Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.1K Sell
2025
Q1
$94.7K Buy
2024
Q4
$78.8K Sell
2024
Q3
$101K Buy
2024
Q2
$93.4K Sell
2024
Q1
$117K Sell
2023
Q4
$107K Sell
2023
Q3
$124K Buy
2023
Q2
$97.1K Buy
2023
Q1
$93.3K Buy
2022
Q4
Sell
2022
Q3
$63K Buy
2022
Q2
$116K Sell
2022
Q1
$119K Sell
2021
Q4
$125K Buy
2021
Q3
$107K Sell
2021
Q2
$136K Buy
2021
Q1
$120K Buy