Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
2025
Q1
$304K Buy
2024
Q4
$185K Sell
2024
Q3
$166K Buy
2024
Q2
$137K Buy
2024
Q1
$113K Sell
2023
Q4
$107K Buy
2023
Q3
$82.9K Buy
2023
Q2
$54.2K Buy
2023
Q1
$39.7K Buy
2022
Q4
$38.1K Sell
2022
Q3
$35K Sell
2022
Q2
$38K Sell
2022
Q1
$53K Sell
2021
Q4
$122K Buy
2021
Q3
$56K Sell
2021
Q2
$92K Buy