Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Hold
2025
Q1
$12K Hold
2024
Q4
$16K Hold
2024
Q3
$16K Hold
2024
Q2
$16K Hold
2024
Q1
$20K Sell
2023
Q4
$52K Sell
2023
Q3
$45K Hold
2023
Q2
$66K Sell
2023
Q1
$46K Sell
2022
Q4
$57K Hold
2022
Q3
$53K Buy
2022
Q2
$57K Sell
2022
Q1
$123K Buy
2021
Q4
Sell
2021
Q3
$214K Sell
2021
Q2
$291K Buy