Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$191K Sell
2025
Q1
$152K Buy
2024
Q4
$128K Buy
2024
Q3
$151K Sell
2024
Q2
$253K Sell
2024
Q1
$309K Sell
2023
Q4
$291K Sell
2023
Q3
$253K Buy
2023
Q2
$260K Buy
2023
Q1
$164K Buy
2022
Q4
$62.6K Sell
2022
Q3
$70K Buy
2022
Q2
$66K Buy
2022
Q1
$63K Buy
2021
Q4
$70K Buy
2021
Q3
$52K Buy
2021
Q2
$39K Buy
2021
Q1
$2K Buy