Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$40K Sell
2025
Q1
$25.8K Sell
2024
Q4
$28.5K Buy
2024
Q3
$22.6K Buy
2024
Q2
$17.9K Sell
2024
Q1
$22.7K Sell
2023
Q4
$25.3K Sell
2023
Q3
$31.2K Buy
2023
Q2
$20.9K Sell
2023
Q1
$17.6K Sell
2022
Q4
$30.5K Sell
2022
Q3
$49 Sell
2022
Q2
$95K Sell
2022
Q1
$115K Buy
2021
Q4
$181K Sell
2021
Q3
$389K Sell
2021
Q2
$647K Sell
2021
Q1
$871K Buy
2020
Q4
$302K Sell
2020
Q3
$211K Hold
2020
Q2
$239K Buy