Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
2025
Q1
$151K Sell
2024
Q4
$209K Buy
2024
Q3
$11.2K Sell
2024
Q2
$129K Buy
2024
Q1
$1.75K Sell
2023
Q4
$9.55K Buy
2023
Q3
$1.16K Sell
2023
Q2
$11.1K Sell
2023
Q1
$132K Sell
2022
Q4
$120K Buy
2022
Q3
$79K Buy
2022
Q2
$79K Buy
2022
Q1
$133K Sell
2021
Q4
$1.36M Sell
2021
Q3
$3.71M Sell
2021
Q2
$9.35M Sell
2021
Q1
$10.5M Buy
2020
Q4
$6.09M Buy
2020
Q3
$3.17M Buy