Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
2025
Q1
$6K Hold
2024
Q4
$9K Hold
2024
Q3
$9K Hold
2024
Q2
$11K Hold
2024
Q1
$14K Sell
2023
Q4
$167K Sell
2023
Q3
$193K Buy
2023
Q2
$211K Sell
2023
Q1
$245K Sell
2022
Q4
$291K Hold
2022
Q3
$283K Sell
2022
Q2
$268K Sell
2022
Q1
$455K Sell
2021
Q4
$462K Sell
2021
Q3
$466K Sell
2021
Q2
$491K Buy