Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
2025
Q1
$6K Sell
2024
Q4
$18K Hold
2024
Q3
$13K Hold
2024
Q2
$9K Buy
2024
Q1
$8K Sell
2023
Q4
$6K Sell
2023
Q3
$14K Sell
2023
Q2
$57K Buy
2023
Q1
$45K Sell
2022
Q4
$56K Buy
2022
Q3
$27K Sell
2022
Q2
$83K Buy
2022
Q1
$97K Buy
2021
Q4
$56K Buy