Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$85.7K Buy
2025
Q1
$151K Sell
2024
Q4
$372K Buy
2024
Q3
$473K Buy
2024
Q2
$436K Sell
2024
Q1
$468K Sell
2023
Q4
$602K Buy
2023
Q3
$551K Sell
2023
Q2
$688K Sell
2023
Q1
$625K Sell
2022
Q4
$515K Buy
2022
Q3
$385K Buy
2022
Q2
$431K Buy
2022
Q1
$522K Sell
2021
Q4
$777K Sell
2021
Q3
$749K Sell
2021
Q2
$830K Buy
2021
Q1
$569K Sell
2020
Q4
$642K Buy