Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.9K Sell
2025
Q1
$111K Sell
2024
Q4
$131K Buy
2024
Q3
$83.1K Sell
2024
Q2
$69.1K Buy
2024
Q1
$46.2K Buy
2023
Q4
$74.6K Sell
2023
Q3
$125K Buy
2023
Q2
$67.4K Buy
2023
Q1
$53.9K Sell
2022
Q4
$50.5K Sell
2022
Q3
$101K Sell
2022
Q2
$804K Sell
2022
Q1
$740K Buy
2021
Q4
$1.24M Buy
2021
Q3
$411K Sell
2021
Q2
$550K Sell
2021
Q1
$563K Sell
2020
Q4
$886K Buy
2020
Q3
$12K Buy