Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
2025
Q1
$99.2K Sell
2024
Q4
$141K Sell
2024
Q3
$129K Sell
2024
Q2
$151K Buy
2024
Q1
$160K Buy
2023
Q4
$96.8K Buy
2023
Q3
$77.7K Sell
2023
Q2
$122K Hold
2023
Q1
$96.6K Sell
2022
Q4
$83.9K Buy
2022
Q3
$75K Buy
2022
Q2
$73K Buy
2022
Q1
$94K Sell
2021
Q4
$174K Sell
2021
Q3
$152K Buy