Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
2025
Q1
$115K Buy
2024
Q4
$130K Sell
2024
Q3
$125K Buy
2024
Q2
$61.2K Buy
2024
Q1
$47.1K Buy
2023
Q4
$13.5K Sell
2023
Q3
$49.6K Sell
2023
Q2
$59.9K Hold
2023
Q1
$55.3K Sell
2022
Q4
$46K Buy
2022
Q3
Sell
2022
Q2
$92K Sell
2022
Q1
$216K Sell
2021
Q4
$253K Buy
2021
Q3
$93K Sell
2021
Q2
$227K Sell
2021
Q1
$234K Buy
2020
Q4
$50K Buy