Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
2025
Q1
$35K Buy
2024
Q4
$32K Sell
2024
Q3
$41K Buy
2024
Q2
$23K Buy
2024
Q1
$22K Sell
2023
Q4
$22K Sell
2023
Q3
$25K Sell
2023
Q2
$23K Sell
2023
Q1
$21K Sell
2022
Q4
$55K Sell
2022
Q3
$86K Buy
2022
Q2
$31K Sell
2022
Q1
$95K Sell
2021
Q4
$92K Buy