Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22K Sell
2025
Q1
$26K Sell
2024
Q4
$30.1K Sell
2024
Q3
$58.2K Sell
2024
Q2
$59.5K Buy
2024
Q1
$25.6K Buy
2023
Q4
$8.7K Sell
2023
Q3
$8.14K Buy
2023
Q2
$12K Buy
2023
Q1
$6.65K Hold
2022
Q4
$6.6K Hold
2022
Q3
$6K Hold
2022
Q2
$6K Buy
2021
Q4
$12K Sell
2021
Q3
$323K Buy
2021
Q2
$334K Sell
2021
Q1
$370K Buy