Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
2025
Q1
$71.4K Sell
2024
Q4
$137K Sell
2024
Q3
$145K Sell
2024
Q2
$132K Hold
2024
Q1
$117K Hold
2023
Q4
$98.3K Hold
2023
Q3
$99.5K Hold
2023
Q2
$111K Sell
2023
Q1
$126K Sell
2022
Q4
$3.07M Sell
2022
Q3
$2.33M Buy
2022
Q2
$2.64M Buy
2022
Q1
$3.06M Sell
2021
Q4
$3.62M Buy