Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27K Hold
2025
Q1
$34K Buy
2024
Q4
$34K Hold
2024
Q3
$42K Hold
2024
Q2
$40K Buy
2024
Q1
$42K Sell
2023
Q4
$177K Sell
2023
Q3
$185K Hold
2023
Q2
$205K Sell
2023
Q1
$261K Sell
2022
Q4
$309K Buy
2022
Q3
$317K Buy
2022
Q2
$350K Buy
2022
Q1
$422K Buy
2021
Q4
$419K Buy
2021
Q3
$371K Sell
2021
Q2
$341K Buy
2021
Q1
$201K Buy