Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18K Buy
2025
Q1
$14K Hold
2024
Q4
$15K Sell
2024
Q3
$21K Sell
2024
Q2
$32K Buy
2024
Q1
$26K Sell
2023
Q4
$153K Buy
2023
Q3
$85K Sell
2023
Q2
$95K Buy
2023
Q1
$35K Buy
2022
Q4
$24K Sell
2022
Q3
$70K Buy
2022
Q2
$39K Sell
2022
Q1
$53K Buy
2021
Q4
$29K Buy