Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
2025
Q1
$18K Sell
2024
Q4
$68K Buy
2024
Q3
$53K Sell
2024
Q2
$123K Buy
2024
Q1
$79K Buy
2023
Q4
$6K Sell
2023
Q3
$24K Sell
2023
Q2
$40K Buy
2023
Q1
$39K Sell
2022
Q4
$44K Sell
2022
Q3
$67K Sell
2022
Q2
$62K Sell
2022
Q1
$352K Buy
2021
Q4
$190K Sell
2021
Q3
$1.53M Buy
2021
Q2
$1.62M Buy
2021
Q1
$532K Buy