Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$69.3K Buy
2025
Q1
$51.5K Hold
2024
Q4
$46.6K Hold
2024
Q3
$48.1K Sell
2024
Q2
$44.7K Hold
2024
Q1
$47.8K Sell
2023
Q4
$45.3K Hold
2023
Q3
$48.3K Buy
2023
Q2
$51.3K Sell
2023
Q1
$3.03M Sell
2022
Q4
$2.98M Hold
2022
Q3
$2.89M Hold
2022
Q2
$2.74M Hold
2022
Q1
$2.91M Hold
2021
Q4
$2.39M Sell
2021
Q3
$2.14M Sell
2021
Q2
$2.26M Hold
2021
Q1
$2.38M Sell
2020
Q4
$1.98M Sell
2020
Q3
$1.49M Sell
2020
Q2
$1.39M Sell
2020
Q1
$1.23M Sell
2019
Q4
$1.57M Sell
2019
Q3
$1.5M Sell
2019
Q2
$1.89M Buy