Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$38.3K Sell
2024
Q4
$54.7K Buy
2024
Q1
Sell
2023
Q4
$78.8K Buy
2023
Q3
$14.5K Buy
2023
Q2
Sell
2023
Q1
$21.7K Sell
2022
Q4
$96.2K Buy
2022
Q3
$50K Buy
2022
Q2
Sell
2022
Q1
$88K Sell
2021
Q4
$392K Sell
2021
Q3
$905K Sell
2021
Q2
$1.04M Sell
2021
Q1
$1.52M Buy
2020
Q4
$388K Buy
2020
Q3
Sell
2020
Q2
$1.2M Buy