Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Hold
2025
Q1
$65.1K Buy
2024
Q4
$145K Hold
2024
Q3
$130K Hold
2024
Q2
$223K Sell
2024
Q1
$143K Buy
2023
Q4
$262K Hold
2023
Q3
$719K Hold
2023
Q2
$617K Hold
2023
Q1
$1.08M Hold
2022
Q4
$1.64M Hold
2022
Q3
$3.8M Hold
2022
Q2
$6.54M Sell
2022
Q1
$21.1M Sell
2021
Q4
$21.4M Buy