Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2025
Q1
Sell
2024
Q4
$238K Buy
2023
Q2
Sell
2023
Q1
$16.2K Sell
2022
Q4
$20.7K Sell
2022
Q3
$17K Sell
2022
Q2
$20K Hold
2022
Q1
$24K Sell
2021
Q4
$33K Sell
2021
Q3
$34K Sell
2021
Q2
$75K Buy
2021
Q1
$33K Buy
2020
Q4
$27K Buy
2020
Q3
$19K Buy
2020
Q2
$17K Buy
2020
Q1
$2K Buy