Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$22K Sell
2024
Q4
$45K Sell
2024
Q3
$105K Sell
2024
Q2
$211K Hold
2024
Q1
$215K Hold
2023
Q4
$202K Buy
2023
Q3
$77.4K Hold
2023
Q2
$78.5K Hold
2023
Q1
$69.9K Hold
2022
Q4
$67.5K Hold
2022
Q3
$61K Buy
2022
Q1
$64K Sell
2021
Q4
$122K Hold
2021
Q3
$114K Buy
2021
Q2
$73K Buy