Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
2025
Q1
$27K Buy
2024
Q4
$19K Sell
2024
Q3
$21K Sell
2024
Q2
$20K Buy
2024
Q1
$21K Sell
2023
Q4
$24K Sell
2023
Q3
$25K Sell
2023
Q2
$29K Buy
2023
Q1
$23K Buy
2022
Q4
$20K Buy
2022
Q3
$13K Sell
2022
Q2
$20K Sell
2022
Q1
$47K Buy
2021
Q4
$44K Buy