Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$53.8K Buy
2024
Q4
$62.3K Sell
2024
Q3
$102K Sell
2024
Q2
$78.9K Sell
2024
Q1
$106K Sell
2023
Q4
$145K Sell
2023
Q3
$162K Sell
2023
Q2
$165K Sell
2023
Q1
$214K Sell
2022
Q4
$199K Sell
2022
Q3
$235K Sell
2022
Q2
$298K Sell
2022
Q1
$684K Buy
2021
Q4
$781K Buy