Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32K Sell
2025
Q1
$146K Buy
2024
Q4
$36K Sell
2024
Q3
$34K Sell
2024
Q2
$30K Sell
2024
Q1
$34K Sell
2023
Q4
$28K Buy
2023
Q3
$26K Sell
2023
Q2
$29K Buy
2023
Q1
$24K Buy
2022
Q4
$19K Sell
2022
Q3
$18K Sell
2022
Q2
$53K Sell
2022
Q1
$97K Buy
2021
Q4
$51K Buy