Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.2K Sell
2025
Q1
$71.7K Sell
2024
Q4
$193K Sell
2024
Q3
$219K Buy
2024
Q2
$246K Sell
2024
Q1
$343K Sell
2023
Q4
$435K Sell
2023
Q3
$553K Buy
2022
Q4
$978K Sell
2022
Q3
$859K Sell
2022
Q2
$885K Sell
2022
Q1
$997K Sell
2021
Q4
$1.2M Sell
2021
Q3
$1.07M Buy
2019
Q3
Sell
2019
Q2
$2K Sell
2019
Q1
$27K Sell
2018
Q4
$34K Buy