Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$112K Hold
2025
Q1
$87.4K Hold
2024
Q4
$72.4K Hold
2024
Q3
$90.2K Hold
2024
Q2
$87.2K Hold
2024
Q1
$92.4K Sell
2023
Q4
$78K Buy
2023
Q3
$57.5K Hold
2023
Q2
$54K Sell
2023
Q1
$48.6K Sell
2022
Q4
$56.5K Buy
2022
Q1
Sell
2021
Q4
$114K Hold
2021
Q3
$122K Hold
2021
Q2
$136K Buy
2021
Q1
$90K Buy