Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
2025
Q1
$206K Buy
2024
Q4
$98.8K Buy
2024
Q3
$91.8K Buy
2024
Q2
$51.9K Sell
2024
Q1
$60.7K Sell
2023
Q4
$293K Buy
2023
Q3
$366K Buy
2023
Q2
$252K Buy
2023
Q1
$188K Sell
2022
Q4
$172K Buy
2022
Q3
$193K Buy
2022
Q2
$490K Sell
2022
Q1
$439K Buy
2021
Q4
$761K Buy
2021
Q3
$535K Buy
2021
Q2
$658K Buy
2021
Q1
$539K Buy
2020
Q4
$308K Buy