Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62K Hold
2025
Q1
$55K Hold
2024
Q4
$84K Sell
2024
Q3
$289K Buy
2024
Q2
$198K Buy
2023
Q3
Sell
2023
Q2
$162K Sell
2023
Q1
$790K Buy
2022
Q4
$936K Buy
2022
Q3
$261K Sell
2022
Q2
$358K Buy
2022
Q1
$462K Buy
2020
Q4
Sell
2020
Q3
$235K Buy