Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79.7K Sell
2025
Q1
$255K Buy
2024
Q4
$305K Sell
2024
Q3
$367K Sell
2024
Q2
$485K Buy
2024
Q1
$552K Buy
2023
Q4
$280K Buy
2023
Q3
$150K Sell
2023
Q2
$249K Buy
2023
Q1
$48.5K Buy
2022
Q4
$33.2K Buy
2022
Q3
$30K Buy
2022
Q2
$28K Buy
2022
Q1
$0 Sell
2021
Q4
$2K Buy
2021
Q3
$1K Sell
2021
Q2
$2K Buy