Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$79.6K Buy
2024
Q4
Sell
2024
Q3
$110K Buy
2024
Q2
Sell
2024
Q1
$136K Sell
2023
Q4
$210K Sell
2023
Q3
$211K Buy
2022
Q3
Sell
2022
Q2
$289K Sell
2022
Q1
$477K Buy
2021
Q4
$158K Buy