Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
2025
Q1
$31K Sell
2024
Q4
$100K Buy
2024
Q3
$189K Buy
2024
Q2
$83K Sell
2024
Q1
$103K Sell
2023
Q4
$93K Buy
2023
Q3
$8K Sell
2023
Q2
$55K Sell
2023
Q1
$93K Buy
2022
Q4
$54K Buy
2022
Q3
$4K Sell
2022
Q2
$4K Buy