Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Hold
2025
Q1
$20K Hold
2024
Q4
$27K Hold
2024
Q3
$30K Hold
2024
Q2
$24K Hold
2024
Q1
$22K Sell
2023
Q4
$121K Sell
2023
Q3
$110K Hold
2023
Q2
$155K Buy
2023
Q1
$106K Sell
2022
Q4
$133K Hold
2022
Q3
$164K Buy
2022
Q2
$178K Buy
2022
Q1
$355K Sell
2021
Q4
$497K Buy