Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24K Hold
2025
Q1
$24K Hold
2024
Q4
$23K Hold
2024
Q3
$16K Hold
2024
Q2
$14K Sell
2024
Q1
$124K Sell
2023
Q4
$198K Sell
2023
Q3
$246K Buy
2023
Q2
$310K Sell
2023
Q1
$519K Sell
2022
Q4
$664K Buy
2022
Q3
$674K Buy
2022
Q2
$410K Buy
2022
Q1
$401K Sell
2021
Q4
$527K Buy
2021
Q3
$431K Sell
2021
Q2
$482K Buy