Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.9K Buy
2025
Q1
$11K Sell
2024
Q4
$15.9K Sell
2024
Q3
$29.1K Buy
2024
Q2
$15.8K Buy
2024
Q1
$17.5K Sell
2023
Q4
$25.6K Sell
2023
Q3
$294K Sell
2023
Q2
$361K Buy
2023
Q1
$354K Sell
2022
Q4
$427K Buy
2022
Q3
$355K Buy
2022
Q1
Sell
2021
Q4
$233K Sell
2021
Q3
$444K Hold
2021
Q2
$444K Buy
2020
Q1
Sell
2019
Q4
$601K Sell
2019
Q3
$564K Buy
2019
Q2
$213K Buy