Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
2025
Q1
$157K Buy
2024
Q4
$28.4K Hold
2024
Q3
$25K Buy
2024
Q2
$21.6K Hold
2024
Q1
$16.9K Sell
2023
Q4
$13.5K Hold
2023
Q3
$11.3K Hold
2023
Q2
$13.1K Buy
2023
Q1
$10.2K Sell
2022
Q4
$12K Buy
2022
Q3
$9K Sell
2022
Q2
$12K Hold
2022
Q1
$15K Sell
2021
Q4
$22K Sell
2021
Q3
$26K Hold
2021
Q2
$28K Buy