Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2K Hold
2024
Q4
$6K Hold
2024
Q3
$6K Hold
2024
Q2
$7K Hold
2024
Q1
$9K Sell
2023
Q4
$31K Sell
2023
Q3
$25K Sell
2023
Q2
$82K Sell
2023
Q1
$129K Buy
2022
Q4
$135K Sell
2022
Q3
$98K Buy
2022
Q2
$86K Buy
2022
Q1
$66K Sell
2021
Q4
$102K Sell
2021
Q3
$119K Sell
2021
Q2
$164K Buy