Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$76K Sell
2025
Q1
$95K Buy
2024
Q4
$71K Buy
2024
Q3
$60K Sell
2024
Q2
$64K Buy
2024
Q1
$36K Buy
2023
Q4
$12K Hold
2023
Q3
$11K Buy
2023
Q2
$11K Buy
2023
Q1
$1K Sell
2022
Q4
$23K Sell
2022
Q3
$39K Sell
2022
Q2
$57K Buy
2022
Q1
$69K Buy
2021
Q4
$46K Buy