Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14K Hold
2025
Q1
$14.9K Sell
2024
Q4
$19.3K Sell
2024
Q3
$31.9K Sell
2024
Q2
$100K Sell
2024
Q1
$170K Sell
2023
Q4
$144K Sell
2023
Q3
$147K Buy
2023
Q2
$134K Sell
2023
Q1
$150K Buy
2022
Q4
$56.8K Buy
2022
Q3
$11K Hold
2022
Q2
$13K Hold
2022
Q1
$15K Buy
2020
Q2
Sell
2020
Q1
$82K Buy