Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.6K Sell
2025
Q1
$14.1K Sell
2024
Q4
$147K Sell
2024
Q3
$379K Sell
2024
Q2
$440K Sell
2024
Q1
$564K Sell
2023
Q4
$717K Sell
2023
Q3
$665K Sell
2023
Q2
$835K Buy
2023
Q1
$530K Buy
2022
Q4
$213K Hold
2022
Q3
$161K Buy
2021
Q4
Sell
2021
Q3
$333K Buy
2021
Q2
$278K Buy
2021
Q1
$195K Buy
2020
Q4
$190K Buy
2020
Q2
Sell
2020
Q1
$105K Buy
2019
Q4
$92K Buy