Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95K Hold
2025
Q1
$82K Buy
2024
Q4
$130K Buy
2024
Q3
$70K Hold
2024
Q2
$84K Buy
2024
Q1
$75K Sell
2023
Q4
$297K Buy
2023
Q3
$210K Hold
2023
Q2
$299K Buy
2023
Q1
$234K Sell
2022
Q4
$96K Sell
2022
Q3
$114K Buy
2022
Q2
$167K Sell
2022
Q1
$253K Buy
2021
Q4
$343K Buy
2021
Q3
$264K Buy
2021
Q2
$220K Buy