Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$101K Hold
2025
Q1
$99.7K Hold
2024
Q4
$116K Sell
2024
Q3
$147K Buy
2024
Q2
$144K Sell
2024
Q1
$254K Sell
2023
Q4
$320K Hold
2023
Q3
$274K Hold
2023
Q2
$263K Buy
2023
Q1
$145K Sell
2022
Q4
$160K Buy
2022
Q2
Sell
2022
Q1
$194K Buy
2021
Q4
$213K Buy
2021
Q3
Sell
2021
Q2
$234K Buy
2021
Q1
Sell
2020
Q4
$216K Buy
2020
Q3
$204K Buy