Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$90K Buy
2024
Q4
$104K Buy
2024
Q3
$124K Buy
2024
Q2
$110K Buy
2024
Q1
$109K Buy
2023
Q4
$40K Buy
2023
Q3
$35K Sell
2023
Q2
$40K Buy
2023
Q1
$40K Sell
2022
Q4
$36K Sell
2022
Q3
$30K Buy
2022
Q2
$32K Sell
2022
Q1
$57K Buy
2021
Q4
$66K Buy