Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
2025
Q1
$110K Buy
2024
Q4
$56K Buy
2024
Q3
$54.9K Buy
2024
Q2
$42.6K Buy
2024
Q1
$46.5K Buy
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Sell
2023
Q1
$5.13K Buy
2022
Q3
Sell
2022
Q2
$5K Buy
2022
Q1
$5K Hold
2021
Q4
$5K Buy
2021
Q3
$1K Sell
2021
Q2
$80K Sell
2021
Q1
$75K Buy