Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$93K Sell
2024
Q4
$106K Buy
2024
Q3
$158K Sell
2024
Q2
$251K Sell
2024
Q1
$503K Sell
2023
Q4
$670K Sell
2023
Q3
$659K Buy
2023
Q2
$1.01M Buy
2023
Q1
$468K Buy
2022
Q4
$398K Buy
2022
Q3
$482K Buy
2021
Q3
Sell
2021
Q2
$1.61M Sell
2021
Q1
$1.53M Sell
2020
Q4
$2.27M Sell
2020
Q3
$1.36M Buy