Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.6K Sell
2025
Q1
$46.9K Sell
2024
Q4
$57K Sell
2024
Q3
$455K Buy
2024
Q2
$497K Sell
2024
Q1
$751K Sell
2023
Q4
$727K Sell
2023
Q3
$696K Buy
2023
Q2
$29K Hold
2023
Q1
$21.6K Sell
2022
Q4
$102K Buy
2022
Q3
Sell
2022
Q2
$253K Buy
2022
Q1
Sell
2021
Q4
$746K Buy
2020
Q4
Sell
2020
Q3
$458K Sell
2020
Q2
$480K Sell
2020
Q1
$699K Buy
2019
Q4
$555K Buy