Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$168K Buy
2024
Q4
Sell
2024
Q3
$302K Sell
2024
Q2
$341K Buy
2024
Q1
Sell
2023
Q4
$303K Sell
2023
Q3
$258K Buy
2023
Q2
$305K Buy
2023
Q1
$0 Sell
2022
Q4
$1.07K Sell
2022
Q3
$3K Sell
2022
Q2
$52K Sell
2022
Q1
$128K Sell
2021
Q4
$143K Buy