Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$133K Buy
2024
Q4
Sell
2024
Q3
$186K Buy
2024
Q2
$138K Buy
2024
Q1
Sell
2023
Q4
$260K Buy
2023
Q3
$108K Buy
2022
Q2
Hold
2022
Q1
Hold
2020
Q4
Sell
2020
Q3
$445K Buy