Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$24.1K Sell
2024
Q4
$91.5K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$25.6K Buy
2023
Q1
$19.9K Sell
2022
Q4
$42.3K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$289K Sell
2021
Q4
$1.41M Sell
2021
Q3
$2.96M Buy
2021
Q2
$1.07M Sell
2021
Q1
$1.19M Buy