Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
2025
Q1
$120K Buy
2024
Q4
$208K Buy
2024
Q3
Sell
2024
Q2
$124K Hold
2024
Q1
$116K Sell
2023
Q4
$140K Hold
2023
Q3
$166K Hold
2023
Q2
$203K Hold
2023
Q1
$202K Buy
2022
Q4
$125K Hold
2022
Q3
$95K Hold
2022
Q2
$116K Hold
2022
Q1
$103K Sell
2021
Q4
$211K Buy