Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78K Sell
2025
Q1
$97K Sell
2024
Q4
$108K Buy
2024
Q3
$70K Buy
2024
Q2
$60K Sell
2024
Q1
$81K Buy
2023
Q4
$55K Sell
2023
Q3
$106K Buy
2023
Q2
$21K Buy
2023
Q1
$15K Buy
2022
Q4
$20K Sell
2022
Q3
$19K Buy
2022
Q2
$0 Hold
2022
Q1
$0 Buy