Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.4K Sell
2025
Q1
$133K Buy
2024
Q4
$140K Buy
2024
Q3
$124K Buy
2024
Q2
$191K Buy
2023
Q4
Sell
2023
Q3
$30.7K Buy
2023
Q2
$39.8K Sell
2023
Q1
$65.4K Sell
2022
Q4
$108K Sell
2022
Q3
$164K Buy
2022
Q2
$185K Buy
2022
Q1
$260K Sell
2021
Q4
$368K Sell
2021
Q3
$759K Buy
2021
Q2
$675K Buy
2019
Q1
Sell
2018
Q4
$1K Buy