Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55.8K Sell
2025
Q1
$42.4K Sell
2024
Q4
$73.1K Sell
2024
Q3
$98.4K Buy
2024
Q2
$84.1K Buy
2024
Q1
$102K Sell
2023
Q4
$116K Sell
2023
Q3
$469K Sell
2023
Q2
$706K Buy
2023
Q1
$793K Sell
2022
Q4
$760K Sell
2022
Q3
$572K Buy
2022
Q2
$664K Sell
2022
Q1
$948K Hold
2021
Q4
$948K Buy
2021
Q3
$1.2M Buy
2020
Q4
$915K Buy