Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
2025
Q1
$60K Buy
2024
Q4
$48K Sell
2024
Q3
$59K Buy
2024
Q2
$39K Buy
2024
Q1
$39K Buy
2023
Q4
$25K Sell
2023
Q3
$22K Sell
2023
Q2
$25K Sell
2023
Q1
$24K Sell
2022
Q4
$26K Sell
2022
Q3
$48K Sell
2022
Q2
$119K Sell
2022
Q1
$128K Buy
2021
Q4
$86K Buy