Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$26.9K Sell
2024
Q4
$44.7K Buy
2024
Q3
$18.8K Sell
2024
Q2
$44.5K Sell
2024
Q1
$125K Sell
2023
Q4
$303K Buy
2023
Q3
$63.5K Sell
2023
Q2
$95.7K Buy
2023
Q1
$74.8K Buy
2022
Q4
$76K Sell
2022
Q3
$112K Sell
2022
Q2
$620K Buy
2022
Q1
$428K Sell
2021
Q4
$1.4M Sell
2021
Q3
$4.38M Sell
2021
Q2
$6.23M Sell
2021
Q1
$7.33M Buy
2020
Q4
$1.69M Buy
2020
Q3
$256K Sell
2020
Q2
$766K Buy