Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
2025
Q1
$42.3K Sell
2024
Q4
$645K Sell
2024
Q3
$846K Buy
2024
Q2
$815K Sell
2024
Q1
$998K Buy
2023
Q4
$867K Buy
2023
Q3
$717K Hold
2023
Q2
$653K Sell
2023
Q1
$879K Hold
2022
Q4
$805K Sell
2022
Q3
$708K Buy
2022
Q2
$26.5K Sell
2022
Q1
$30.6K Buy
2021
Q4
$26K Hold
2021
Q3
$23.1K Hold
2021
Q2
$22.2K Buy