Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77.4K Sell
2025
Q2
$45.1K Buy
2025
Q1
$48K Sell
2024
Q4
$105K Sell
2024
Q3
$167K Sell
2024
Q2
$117K Buy
2024
Q1
$115K Sell
2023
Q4
$244K Sell
2023
Q3
$532K Sell
2023
Q2
$588K Sell
2023
Q1
$796K Sell
2022
Q4
$754K Buy
2022
Q3
$1.13M Sell
2022
Q2
$1.58M Buy
2022
Q1
$1.5M Buy
2021
Q4
$2.26M Buy
2021
Q3
$2.5M Buy
2021
Q2
$3.49M Buy
2021
Q1
$2.46M Sell
2020
Q4
$3.79M Sell
2020
Q3
$2.22M Buy
2020
Q2
$641K Buy