Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
2025
Q1
$105K Hold
2024
Q4
$84.1K Buy
2024
Q3
$95.7K Sell
2024
Q2
$92.8K Hold
2024
Q1
$89.2K Hold
2023
Q4
$81.3K Hold
2023
Q3
$71.3K Sell
2023
Q2
$73.7K Buy
2023
Q1
$62.8K Sell
2022
Q4
$66.7K Sell
2022
Q3
$65K Hold
2022
Q2
$65K Buy
2021
Q4
$91K Sell
2021
Q3
$150K Sell
2021
Q2
$140K Buy
2021
Q1
$119K Buy