Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.9K Sell
2025
Q1
$210K Sell
2024
Q4
$295K Sell
2024
Q3
$311K Hold
2024
Q2
$318K Sell
2024
Q1
$391K Sell
2023
Q4
$406K Buy
2023
Q3
$308K Sell
2023
Q2
$469K Sell
2023
Q1
$332K Sell
2022
Q4
$341K Sell
2022
Q3
$322K Buy
2022
Q2
$339K Buy
2022
Q1
$565K Buy
2021
Q4
$723K Sell
2021
Q3
$862K Buy
2021
Q2
$1.05M Buy
2021
Q1
$737K Buy
2020
Q4
$718K Buy